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 | $41,379 | $94,625-56.3% | $116,228-64.4% | $84,808-51.2% |
| Participation rate | 63.2% | 70.4%-7.3pp | 74.6%-11.4pp | 68.3%-5.2pp |
| Annual return | 17.59% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,565 | $2,347-33.3% | $2,994-47.7% | $2,631-40.5% |
| Participant deferral / active EE | $3,396 | $3,972-14.5% | $4,953-31.4% | $4,212-19.4% |
| Admin fee / account holder | $6,540 | $10,091-35.2% | $11,989-45.4% | $7,344-10.9% |