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 8-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 | $61,889 | $201,272-69.3% | $184,203-66.4% | $145,922-57.6% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 16.78% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,743 | $7,022-32.5% | $6,427-26.2% | $4,660+1.8% |
| Participant deferral / active EE | $5,502 | $9,806-43.9% | $9,131-39.7% | $6,688-17.7% |
| Admin fee / account holder | $410 | $16,364-97.5% | $13,901-97.1% | $13,397-96.9% |