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 | $47,987 | $89,753-46.5% | $107,525-55.4% | $84,808-43.4% |
| Participation rate | 58.5% | 68.1%-9.5pp | 75.1%-16.5pp | 68.3%-9.8pp |
| Annual return | 23.13% | 29.48%-6.3pp | 181.32%-158.2pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,180 | $3,113-30.0% | $3,754-41.9% | $2,631-17.1% |
| Participant deferral / active EE | $3,200 | $4,056-21.1% | $5,116-37.4% | $4,212-24.0% |
| Admin fee / account holder | $6,158 | $7,222-14.7% | $8,919-30.9% | $7,344-16.1% |