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 | $61,834 | $201,272-69.3% | $184,203-66.4% | $145,922-57.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 10.62% | 29.00%-18.4pp | 28.81%-18.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,446 | $7,022-65.2% | $6,427-61.9% | $4,660-47.5% |
| Participant deferral / active EE | $10,079 | $9,806+2.8% | $9,131+10.4% | $6,688+50.7% |
| Admin fee / account holder | $600 | $16,364-96.3% | $13,901-95.7% | $13,397-95.5% |