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 | $47,266 | $89,753-47.3% | $107,525-56.0% | $84,808-44.3% |
| Participation rate | 51.2% | 68.1%-16.8pp | 75.1%-23.8pp | 68.3%-17.1pp |
| Annual return | 22.93% | 29.48%-6.5pp | 181.32%-158.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $2,308 | $3,113-25.9% | $3,754-38.5% | $2,631-12.3% |
| Participant deferral / active EE | $4,071 | $4,056+0.4% | $5,116-20.4% | $4,212-3.3% |
| Admin fee / account holder | $556 | $7,222-92.3% | $8,919-93.8% | $7,344-92.4% |