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 | $33,795 | $109,881-69.2% | $150,045-77.5% | $84,808-60.2% |
| Participation rate | 54.3% | 76.1%-21.8pp | 82.3%-28.0pp | 68.3%-14.0pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,932 | $3,561-45.8% | $4,693-58.8% | $2,631-26.6% |
| Participant deferral / active EE | $3,664 | $6,636-44.8% | $7,997-54.2% | $4,212-13.0% |
| Admin fee / account holder | $14,180 | $8,568+65.5% | $13,435+5.5% | $7,344+93.1% |