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 | $30,896 | $100,773-69.3% | $88,946-65.3% | $142,382-78.3% |
| Participation rate | 58.3% | 74.3%-16.0pp | 68.8%-10.5pp | 80.1%-21.8pp |
| Annual return | 16.65% | 70.18%-53.5pp | 57.82%-41.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,260 | $2,918-56.8% | $2,555-50.7% | $4,299-70.7% |
| Participant deferral / active EE | $4,294 | $5,230-17.9% | $4,581-6.3% | $6,507-34.0% |
| Admin fee / account holder | $3,441 | $9,693-64.5% | $8,261-58.3% | $12,624-72.7% |