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 7-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 | $41,760 | $159,602-73.8% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 18.16% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,984 | $4,961-60.0% | $4,693-57.7% | $4,299-53.9% |
| Participant deferral / active EE | $3,427 | $8,310-58.8% | $7,997-57.1% | $6,507-47.3% |
| Admin fee / account holder | $633 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |