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 | $58,018 | $159,602-63.6% | $150,045-61.3% | $142,382-59.3% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.3%-46.6pp | 80.1%-44.4pp |
| Annual return | 25.61% | 70.24%-44.6pp | 62.55%-36.9pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,722 | $4,961-65.3% | $4,693-63.3% | $4,299-59.9% |
| Participant deferral / active EE | $3,633 | $8,310-56.3% | $7,997-54.6% | $6,507-44.2% |
| Admin fee / account holder | $528 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |