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 6-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 | $36,271 | $159,602-77.3% | $150,045-75.8% | $142,382-74.5% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 17.48% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,920 | $4,961-61.3% | $4,693-59.1% | $4,299-55.3% |
| Participant deferral / active EE | $2,918 | $8,310-64.9% | $7,997-63.5% | $6,507-55.2% |
| Admin fee / account holder | $487 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |