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 | $30,799 | $80,673-61.8% | $101,326-69.6% | $84,808-63.7% |
| Participation rate | 32.5% | 77.8%-45.3pp | 81.5%-49.0pp | 68.3%-35.8pp |
| Annual return | 40.97% | 38.95%+2.0pp | 36.82%+4.2pp | 40.90%+0.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,365 | $6,840-50.8% | $7,994-57.9% | $4,212-20.1% |
| Admin fee / account holder | $1,862 | $12,784-85.4% | $11,185-83.4% | $7,344-74.6% |