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 | $34,696 | $80,717-57.0% | $154,803-77.6% | $84,808-59.1% |
| Participation rate | 31.5% | 66.8%-35.3pp | 78.1%-46.6pp | 68.3%-36.8pp |
| Annual return | 23.75% | 37.96%-14.2pp | 58.88%-35.1pp | 40.90%-17.1pp |
| Employer contribution / active EE | $1,361 | $2,761-50.7% | $4,305-68.4% | $2,631-48.3% |
| Participant deferral / active EE | $3,087 | $3,303-6.6% | $5,540-44.3% | $4,212-26.7% |
| Admin fee / account holder | $734 | $6,746-89.1% | $14,329-94.9% | $7,344-90.0% |