See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,876 | $60,022-46.9% | $88,946-64.2% | $84,808-62.4% |
| Participation rate | 59.0% | 57.8%+1.1pp | 68.8%-9.9pp | 68.3%-9.3pp |
| Annual return | 22.81% | 22.43%+0.4pp | 57.82%-35.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $2,579 | $1,703+51.4% | $2,555+0.9% | $2,631-2.0% |
| Participant deferral / active EE | $3,912 | $3,114+25.6% | $4,581-14.6% | $4,212-7.1% |
| Admin fee / account holder | $5,623 | $4,811+16.9% | $8,261-31.9% | $7,344-23.4% |