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 9-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 | $111,535 | $163,101-31.6% | $136,749-18.4% | $142,382-21.7% |
| Participation rate | 42.1% | 78.2%-36.1pp | 72.1%-30.0pp | 80.1%-38.0pp |
| Annual return | 14.61% | 27.54%-12.9pp | 24.33%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,250 | $4,117-69.6% | $3,400-63.2% | $4,299-70.9% |
| Participant deferral / active EE | $3,221 | $5,585-42.3% | $4,692-31.4% | $6,507-50.5% |
| Admin fee / account holder | $2,081 | $14,318-85.5% | $11,386-81.7% | $12,624-83.5% |