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 | $24,051 | $177,572-86.5% | $154,803-84.5% | $142,382-83.1% |
| Participation rate | 53.3% | 82.1%-28.7pp | 78.1%-24.7pp | 80.1%-26.8pp |
| Annual return | 22.81% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,443 | $4,810-49.2% | $4,305-43.3% | $4,299-43.2% |
| Participant deferral / active EE | $3,970 | $6,272-36.7% | $5,540-28.3% | $6,507-39.0% |
| Admin fee / account holder | $4,169 | $16,786-75.2% | $14,329-70.9% | $12,624-67.0% |