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 | $22,383 | $61,774-63.8% | $97,226-77.0% | $80,856-72.3% |
| Participation rate | 37.1% | 63.5%-26.4pp | 72.7%-35.5pp | 67.6%-30.5pp |
| Annual return | 12.58% | -557.90%+570.5pp | 75.13%-62.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,217 | $1,837+20.7% | $2,729-18.8% | $2,755-19.5% |
| Participant deferral / active EE | $2,583 | $3,029-14.7% | $4,264-39.4% | $4,296-39.9% |
| Admin fee / account holder | $514 | $5,166-90.1% | $5,654-90.9% | $6,918-92.6% |