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 | $41,273 | $101,724-59.4% | $164,813-75.0% | $80,856-49.0% |
| Participation rate | 55.8% | 71.8%-16.0pp | 78.6%-22.8pp | 67.6%-11.8pp |
| Annual return | 50.11% | 16.72%+33.4pp | 69.93%-19.8pp | 35.59%+14.5pp |
| Employer contribution / active EE | $2,906 | $2,953-1.6% | $4,341-33.1% | $2,755+5.5% |
| Participant deferral / active EE | $5,402 | $4,477+20.7% | $6,031-10.4% | $4,296+25.8% |
| Admin fee / account holder | $1,321 | $8,227-83.9% | $12,690-89.6% | $6,918-80.9% |