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 6-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 | $36,026 | $79,944-54.9% | $98,439-63.4% | $75,163-52.1% |
| Participation rate | 61.9% | 70.4%-8.5pp | 75.2%-13.3pp | 67.2%-5.3pp |
| Annual return | 15.23% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $593 | $2,264-73.8% | $3,048-80.5% | $2,670-77.8% |
| Participant deferral / active EE | $2,720 | $3,752-27.5% | $4,738-42.6% | $4,125-34.1% |
| Admin fee / account holder | $318 | $6,840-95.4% | $8,948-96.5% | $5,651-94.4% |