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 | $82,332 | $179,726-54.2% | $156,263-47.3% | $142,382-42.2% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 20.32% | 77.86%-57.5pp | 59.47%-39.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,400 | $5,069-32.9% | $4,333-21.5% | $4,299-20.9% |
| Participant deferral / active EE | $14,054 | $6,956+102.0% | $6,158+128.2% | $6,507+116.0% |
| Admin fee / account holder | $881 | $17,272-94.9% | $14,255-93.8% | $12,624-93.0% |