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 | $33,804 | $95,266-64.5% | $82,389-59.0% | $142,382-76.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 20.64% | 25.74%-5.1pp | 28.67%-8.0pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,156 | $2,991-61.3% | $2,517-54.1% | $4,299-73.1% |
| Participant deferral / active EE | $2,708 | $4,809-43.7% | $4,155-34.8% | $6,507-58.4% |
| Admin fee / account holder | $1,715 | $8,563-80.0% | $7,231-76.3% | $12,624-86.4% |