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 | $37,187 | $100,773-63.1% | $88,946-58.2% | $142,382-73.9% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 19.03% | 70.18%-51.2pp | 57.82%-38.8pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,898 | $2,918-34.9% | $2,555-25.7% | $4,299-55.8% |
| Participant deferral / active EE | $3,541 | $5,230-32.3% | $4,581-22.7% | $6,507-45.6% |
| Admin fee / account holder | $552 | $9,693-94.3% | $8,261-93.3% | $12,624-95.6% |