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 | $31,808 | $175,202-81.8% | $149,673-78.7% | $139,434-77.2% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 16.29% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,208 | $5,474-59.7% | $4,818-54.2% | $4,751-53.5% |
| Participant deferral / active EE | $4,756 | $6,519-27.0% | $5,680-16.3% | $6,710-29.1% |
| Admin fee / account holder | $1,933 | $16,150-88.0% | $13,210-85.4% | $11,403-83.1% |