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 | $31,410 | $117,841-73.3% | $102,423-69.3% | $145,922-78.5% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 14.07% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,358 | $3,615-34.8% | $3,023-22.0% | $4,660-49.4% |
| Participant deferral / active EE | $3,057 | $5,731-46.7% | $5,053-39.5% | $6,688-54.3% |
| Admin fee / account holder | $314 | $13,326-97.6% | $9,451-96.7% | $13,397-97.7% |