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 6-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 | $38,083 | $159,602-76.1% | $150,045-74.6% | $142,382-73.3% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.3%-17.1pp | 80.1%-14.9pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,630 | $4,961-67.1% | $4,693-65.3% | $4,299-62.1% |
| Participant deferral / active EE | $4,126 | $8,310-50.4% | $7,997-48.4% | $6,507-36.6% |
| Admin fee / account holder | $430 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |