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 | $32,337 | $66,098-51.1% | $101,794-68.2% | $74,304-56.5% |
| Participation rate | 30.8% | 53.8%-22.9pp | 69.2%-38.3pp | 60.3%-29.5pp |
| Annual return | 16.97% | 19.59%-2.6pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,027 | $1,082-5.0% | $2,289-55.1% | $2,241-54.2% |
| Participant deferral / active EE | $1,729 | $2,781-37.8% | $4,084-57.7% | $3,767-54.1% |
| Admin fee / account holder | $3,923 | $4,146-5.4% | $8,777-55.3% | $2,969+32.1% |