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 | $47,912 | $107,452-55.4% | $91,541-47.7% | $142,382-66.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 11.95% | 22.06%-10.1pp | 20.50%-8.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,424 | $2,994-52.4% | $2,505-43.2% | $4,299-66.9% |
| Participant deferral / active EE | $6,646 | $4,754+39.8% | $4,008+65.8% | $6,507+2.1% |
| Admin fee / account holder | $19,257 | $8,834+118.0% | $6,956+176.8% | $12,624+52.5% |