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 5-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 | $32,688 | $76,050-57.0% | $96,544-66.1% | $71,457-54.3% |
| Participation rate | 56.3% | 74.4%-18.1pp | 76.0%-19.6pp | 67.9%-11.6pp |
| Annual return | 21.69% | 22.81%-1.1pp | 25.84%-4.2pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,494 | $2,244-33.4% | $2,965-49.6% | $2,588-42.3% |
| Participant deferral / active EE | $3,195 | $4,215-24.2% | $4,851-34.1% | $4,289-25.5% |
| Admin fee / account holder | $3,232 | $2,707+19.4% | $8,252-60.8% | $1,587+103.6% |