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 | $27,191 | $61,774-56.0% | $97,226-72.0% | $80,856-66.4% |
| Participation rate | 62.2% | 63.5%-1.3pp | 72.7%-10.5pp | 67.6%-5.5pp |
| Annual return | 17.97% | -557.90%+575.9pp | 75.13%-57.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,740 | $1,837+49.2% | $2,729+0.4% | $2,755-0.5% |
| Participant deferral / active EE | $6,160 | $3,029+103.4% | $4,264+44.5% | $4,296+43.4% |
| Admin fee / account holder | $339 | $5,166-93.4% | $5,654-94.0% | $6,918-95.1% |