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 | $44,291 | $74,927-40.9% | $101,794-56.5% | $84,808-47.8% |
| Participation rate | 44.8% | 61.4%-16.6pp | 69.2%-24.4pp | 68.3%-23.5pp |
| Annual return | 20.79% | 18.70%+2.1pp | 30.53%-9.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,045 | $1,522+34.4% | $2,289-10.6% | $2,631-22.3% |
| Participant deferral / active EE | $4,142 | $3,099+33.6% | $4,084+1.4% | $4,212-1.7% |
| Admin fee / account holder | $521 | $6,514-92.0% | $8,777-94.1% | $7,344-92.9% |