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 | $36,960 | $165,984-77.7% | $164,813-77.6% | $145,922-74.7% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 17.27% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,208 | $5,273-77.1% | $4,341-72.2% | $4,660-74.1% |
| Participant deferral / active EE | $3,854 | $6,959-44.6% | $6,031-36.1% | $6,688-42.4% |
| Admin fee / account holder | $2,100 | $16,648-87.4% | $12,690-83.5% | $13,397-84.3% |