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 | $27,052 | $71,050-61.9% | $93,606-71.1% | $80,856-66.5% |
| Participation rate | 44.1% | 60.4%-16.3pp | 68.7%-24.6pp | 67.6%-23.5pp |
| Annual return | 11.95% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,613 | $1,564+3.2% | $2,420-33.3% | $2,755-41.4% |
| Participant deferral / active EE | $2,632 | $4,034-34.7% | $4,411-40.3% | $4,296-38.7% |
| Admin fee / account holder | $2,359 | $6,945-66.0% | $8,285-71.5% | $6,918-65.9% |