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 | $39,151 | $54,705-28.4% | $71,209-45.0% | $84,808-53.8% |
| Participation rate | 60.4% | 64.1%-3.7pp | 73.8%-13.4pp | 68.3%-7.9pp |
| Annual return | 20.28% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,931 | $2,158-10.5% | $2,721-29.0% | $2,631-26.6% |
| Participant deferral / active EE | $3,451 | $3,030+13.9% | $4,175-17.3% | $4,212-18.1% |
| Admin fee / account holder | $698 | $4,863-85.6% | $5,349-87.0% | $7,344-90.5% |