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 8-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 | $30,191 | $165,335-81.7% | $149,696-79.8% | $158,922-81.0% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 21.25% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $3,364 | $5,103-34.1% | $4,644-27.6% | $4,761-29.3% |
| Participant deferral / active EE | $8,810 | $7,181+22.7% | $6,842+28.8% | $5,982+47.3% |
| Admin fee / account holder | $11,918 | $10,807+10.3% | $9,309+28.0% | $11,246+6.0% |