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 | $45,950 | $100,773-54.4% | $88,946-48.3% | $142,382-67.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 20.64% | 70.18%-49.5pp | 57.82%-37.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,327 | $2,918-54.5% | $2,555-48.1% | $4,299-69.1% |
| Participant deferral / active EE | $4,590 | $5,230-12.2% | $4,581+0.2% | $6,507-29.5% |
| Admin fee / account holder | $2,541 | $9,693-73.8% | $8,261-69.2% | $12,624-79.9% |