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 3-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 | $37,459 | $64,839-42.2% | $95,585-60.8% | $84,808-55.8% |
| Participation rate | 64.0% | 63.8%+0.2pp | 72.1%-8.1pp | 68.3%-4.3pp |
| Annual return | 25.52% | -670.96%+696.5pp | 38.56%-13.0pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,344 | $1,759+33.3% | $2,527-7.2% | $2,631-10.9% |
| Participant deferral / active EE | $4,214 | $2,965+42.1% | $4,023+4.8% | $4,212+0.1% |
| Admin fee / account holder | $718 | $5,964-88.0% | $6,127-88.3% | $7,344-90.2% |