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 8-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 | $33,021 | $85,202-61.2% | $172,739-80.9% | $72,985-54.8% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 23.96% | 27.32%-3.4pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $854 | $3,324-74.3% | $5,143-83.4% | $2,440-65.0% |
| Participant deferral / active EE | $1,873 | $3,260-42.5% | $5,198-64.0% | $3,607-48.1% |
| Admin fee / account holder | $409 | $5,884-93.0% | $13,954-97.1% | $5,124-92.0% |