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 | $32,758 | $64,839-49.5% | $95,585-65.7% | $84,808-61.4% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.7pp | 68.3%-35.0pp |
| Annual return | 21.93% | -670.96%+692.9pp | 38.56%-16.6pp | 40.90%-19.0pp |
| Employer contribution / active EE | $811 | $1,759-53.9% | $2,527-67.9% | $2,631-69.2% |
| Participant deferral / active EE | $2,067 | $2,965-30.3% | $4,023-48.6% | $4,212-50.9% |
| Admin fee / account holder | $3,712 | $5,964-37.8% | $6,127-39.4% | $7,344-49.5% |