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 | $54,095 | $106,584-49.2% | $101,326-46.6% | $142,382-62.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 24.30% | 36.93%-12.6pp | 36.82%-12.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $8,382 | $3,956+111.9% | $3,665+128.7% | $4,299+95.0% |
| Participant deferral / active EE | $11,929 | $8,297+43.8% | $7,994+49.2% | $6,507+83.3% |
| Admin fee / account holder | $1,951 | $11,446-83.0% | $11,185-82.6% | $12,624-84.5% |