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 | $42,051 | $61,774-31.9% | $97,226-56.7% | $80,856-48.0% |
| Participation rate | 45.7% | 63.5%-17.8pp | 72.7%-27.0pp | 67.6%-21.9pp |
| Annual return | 11.65% | -557.90%+569.6pp | 75.13%-63.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $890 | $1,837-51.6% | $2,729-67.4% | $2,755-67.7% |
| Participant deferral / active EE | $1,427 | $3,029-52.9% | $4,264-66.5% | $4,296-66.8% |
| Admin fee / account holder | $1,425 | $5,166-72.4% | $5,654-74.8% | $6,918-79.4% |