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 9-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 | $42,869 | $66,098-35.1% | $101,794-57.9% | $74,304-42.3% |
| Participation rate | 51.3% | 53.8%-2.4pp | 69.2%-17.9pp | 60.3%-9.0pp |
| Annual return | 39.92% | 19.59%+20.3pp | 30.53%+9.4pp | 29.43%+10.5pp |
| Employer contribution / active EE | $1,549 | $1,082+43.2% | $2,289-32.3% | $2,241-30.9% |
| Participant deferral / active EE | $2,613 | $2,781-6.0% | $4,084-36.0% | $3,767-30.6% |
| Admin fee / account holder | $2,573 | $4,146-37.9% | $8,777-70.7% | $2,969-13.3% |