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 8-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 | $40,103 | $112,881-64.5% | $90,951-55.9% | $158,922-74.8% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 11.28% | 215.79%-204.5pp | 134.60%-123.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,399 | $2,893-51.6% | $2,122-34.1% | $4,761-70.6% |
| Participant deferral / active EE | $5,021 | $4,128+21.6% | $3,373+48.8% | $5,982-16.1% |
| Admin fee / account holder | $1,410 | $8,041-82.5% | $5,959-76.3% | $11,246-87.5% |