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 | $29,146 | $87,013-66.5% | $106,213-72.6% | $80,856-64.0% |
| Participation rate | 42.2% | 70.4%-28.2pp | 75.3%-33.1pp | 67.6%-25.4pp |
| Annual return | 11.18% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $916 | $2,395-61.8% | $3,171-71.1% | $2,755-66.7% |
| Participant deferral / active EE | $1,729 | $3,986-56.6% | $5,016-65.5% | $4,296-59.8% |
| Admin fee / account holder | $6,804 | $8,431-19.3% | $11,033-38.3% | $6,918-1.7% |