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 | $49,885 | $114,381-56.4% | $107,525-53.6% | $142,382-65.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 15.63% | 242.71%-227.1pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,822 | $4,015-29.7% | $3,754-24.8% | $4,299-34.4% |
| Participant deferral / active EE | $6,478 | $5,564+16.4% | $5,116+26.6% | $6,507-0.5% |
| Admin fee / account holder | $1,245 | $9,860-87.4% | $8,919-86.0% | $12,624-90.1% |