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 | $46,516 | $133,922-65.3% | $116,228-60.0% | $142,382-67.3% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.6%-33.4pp | 80.1%-38.9pp |
| Annual return | 13.81% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,051 | $3,446-40.5% | $2,994-31.5% | $4,299-52.3% |
| Participant deferral / active EE | $4,337 | $5,672-23.5% | $4,953-12.4% | $6,507-33.4% |
| Admin fee / account holder | $24,411 | $14,945+63.3% | $11,989+103.6% | $12,624+93.4% |