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 | $37,657 | $159,602-76.4% | $150,045-74.9% | $142,382-73.6% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 39.38% | 70.24%-30.9pp | 62.55%-23.2pp | 217.08%-177.7pp |
| Employer contribution / active EE | $1,344 | $4,961-72.9% | $4,693-71.4% | $4,299-68.7% |
| Participant deferral / active EE | $4,862 | $8,310-41.5% | $7,997-39.2% | $6,507-25.3% |
| Admin fee / account holder | $1,900 | $14,846-87.2% | $13,435-85.9% | $12,624-85.0% |