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 | $70,905 | $104,974-32.5% | $95,585-25.8% | $142,382-50.2% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.1%-36.8pp | 80.1%-44.8pp |
| Annual return | 16.29% | 210.33%-194.0pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,640 | $2,779-41.0% | $2,527-35.1% | $4,299-61.9% |
| Participant deferral / active EE | $3,144 | $4,352-27.8% | $4,023-21.8% | $6,507-51.7% |
| Admin fee / account holder | $1,322 | $6,386-79.3% | $6,127-78.4% | $12,624-89.5% |