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 6-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 | $43,378 | $89,753-51.7% | $107,525-59.7% | $84,808-48.9% |
| Participation rate | 63.3% | 68.1%-4.7pp | 75.1%-11.7pp | 68.3%-5.0pp |
| Annual return | 17.10% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,896 | $3,113-39.1% | $3,754-49.5% | $2,631-28.0% |
| Participant deferral / active EE | $3,560 | $4,056-12.2% | $5,116-30.4% | $4,212-15.5% |
| Admin fee / account holder | $4,084 | $7,222-43.5% | $8,919-54.2% | $7,344-44.4% |