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 | $68,769 | $179,726-61.7% | $156,263-56.0% | $142,382-51.7% |
| Participation rate | 26.7% | 82.1%-55.4pp | 78.9%-52.2pp | 80.1%-53.5pp |
| Annual return | 19.63% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,476 | $5,069-70.9% | $4,333-65.9% | $4,299-65.7% |
| Participant deferral / active EE | $3,887 | $6,956-44.1% | $6,158-36.9% | $6,507-40.3% |
| Admin fee / account holder | $976 | $17,272-94.4% | $14,255-93.2% | $12,624-92.3% |