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 | $26,792 | $64,480-58.4% | $81,382-67.1% | $80,856-66.9% |
| Participation rate | 36.4% | 63.9%-27.5pp | 69.5%-33.1pp | 67.6%-31.3pp |
| Annual return | 13.36% | 16.34%-3.0pp | 24.73%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $806 | $1,978-59.3% | $2,463-67.3% | $2,755-70.7% |
| Participant deferral / active EE | $1,944 | $3,094-37.2% | $3,883-49.9% | $4,296-54.8% |
| Admin fee / account holder | $437 | $5,671-92.3% | $5,768-92.4% | $6,918-93.7% |