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 | $21,818 | $49,915-56.3% | $154,803-85.9% | $74,304-70.6% |
| Participation rate | 32.1% | 54.0%-21.9pp | 78.1%-46.0pp | 60.3%-28.3pp |
| Annual return | 34.97% | 34.06%+0.9pp | 58.88%-23.9pp | 29.43%+5.5pp |
| Employer contribution / active EE | $745 | $1,611-53.7% | $4,305-82.7% | $2,241-66.7% |
| Participant deferral / active EE | $1,692 | $2,255-25.0% | $5,540-69.5% | $3,767-55.1% |
| Admin fee / account holder | $1,634 | $2,189-25.4% | $14,329-88.6% | $2,969-45.0% |