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 | $37,507 | $71,050-47.2% | $93,606-59.9% | $80,856-53.6% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.9pp | 67.6%-35.8pp |
| Annual return | 20.04% | 11.26%+8.8pp | 133.20%-113.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,823 | $4,034-54.8% | $4,411-58.7% | $4,296-57.6% |
| Admin fee / account holder | $2,164 | $6,945-68.8% | $8,285-73.9% | $6,918-68.7% |