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 9-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 | $31,044 | $86,929-64.3% | $102,423-69.7% | $80,856-61.6% |
| Participation rate | 58.0% | 72.4%-14.4pp | 76.5%-18.5pp | 67.6%-9.6pp |
| Annual return | 12.70% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,259 | $4,118-45.1% | $5,053-55.3% | $4,296-47.4% |
| Admin fee / account holder | $4,435 | $8,049-44.9% | $9,451-53.1% | $6,918-35.9% |