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 | $55,403 | $133,922-58.6% | $116,228-52.3% | $142,382-61.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 13.45% | 147.76%-134.3pp | 90.06%-76.6pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,393 | $3,446-30.6% | $2,994-20.1% | $4,299-44.3% |
| Participant deferral / active EE | $5,664 | $5,672-0.2% | $4,953+14.3% | $6,507-13.0% |
| Admin fee / account holder | $1,468 | $14,945-90.2% | $11,989-87.8% | $12,624-88.4% |