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 | $39,103 | $66,098-40.8% | $101,794-61.6% | $74,304-47.4% |
| Participation rate | 36.2% | 53.8%-17.6pp | 69.2%-33.0pp | 60.3%-24.2pp |
| Annual return | 47.18% | 19.59%+27.6pp | 30.53%+16.7pp | 29.43%+17.7pp |
| Employer contribution / active EE | $1,069 | $1,082-1.1% | $2,289-53.3% | $2,241-52.3% |
| Participant deferral / active EE | $2,276 | $2,781-18.2% | $4,084-44.3% | $3,767-39.6% |
| Admin fee / account holder | $2,509 | $4,146-39.5% | $8,777-71.4% | $2,969-15.5% |