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 | $52,181 | $99,918-47.8% | $81,382-35.9% | $145,922-64.2% |
| Participation rate | 43.8% | 74.2%-30.4pp | 69.5%-25.7pp | 80.3%-36.5pp |
| Annual return | 8.59% | 34.32%-25.7pp | 24.73%-16.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $845 | $2,978-71.6% | $2,463-65.7% | $4,660-81.9% |
| Participant deferral / active EE | $5,519 | $4,605+19.9% | $3,883+42.1% | $6,688-17.5% |
| Admin fee / account holder | $1,912 | $8,212-76.7% | $5,768-66.9% | $13,397-85.7% |