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 | $60,433 | $127,065-52.4% | $113,168-46.6% | $142,382-57.6% |
| Participation rate | 65.2% | 79.2%-14.0pp | 76.6%-11.3pp | 80.1%-14.9pp |
| Annual return | 19.61% | 24.03%-4.4pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,852 | $3,442-46.2% | $2,975-37.8% | $4,299-56.9% |
| Participant deferral / active EE | $5,091 | $5,716-10.9% | $5,107-0.3% | $6,507-21.8% |
| Admin fee / account holder | $2,415 | $15,736-84.7% | $12,068-80.0% | $12,624-80.9% |