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 6-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 | $35,399 | $107,452-67.1% | $91,541-61.3% | $142,382-75.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 69.8%-15.2pp | 80.1%-25.6pp |
| Annual return | 26.67% | 22.06%+4.6pp | 20.50%+6.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $3,869 | $2,994+29.2% | $2,505+54.5% | $4,299-10.0% |
| Participant deferral / active EE | $3,869 | $4,754-18.6% | $4,008-3.5% | $6,507-40.5% |
| Admin fee / account holder | $1,794 | $8,834-79.7% | $6,956-74.2% | $12,624-85.8% |