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 9-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 | $45,318 | $89,753-49.5% | $107,525-57.9% | $84,808-46.6% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 22.37% | 29.48%-7.1pp | 181.32%-158.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,307 | $3,113-25.9% | $3,754-38.5% | $2,631-12.3% |
| Participant deferral / active EE | $4,042 | $4,056-0.3% | $5,116-21.0% | $4,212-4.0% |
| Admin fee / account holder | $2,903 | $7,222-59.8% | $8,919-67.5% | $7,344-60.5% |