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 | $27,351 | $148,534-81.6% | $135,903-79.9% | $139,434-80.4% |
| Participation rate | 47.8% | 83.9%-36.0pp | 81.9%-34.1pp | 80.3%-32.5pp |
| Annual return | 23.32% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $3,061 | $5,243-41.6% | $4,856-37.0% | $4,751-35.6% |
| Participant deferral / active EE | $5,326 | $8,100-34.2% | $7,758-31.3% | $6,710-20.6% |
| Admin fee / account holder | $1,628 | $12,400-86.9% | $10,762-84.9% | $11,403-85.7% |