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 | $63,053 | $100,773-37.4% | $88,946-29.1% | $142,382-55.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.61% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $393 | $2,918-86.5% | $2,555-84.6% | $4,299-90.9% |
| Participant deferral / active EE | $6,102 | $5,230+16.7% | $4,581+33.2% | $6,507-6.2% |
| Admin fee / account holder | $1,040 | $9,693-89.3% | $8,261-87.4% | $12,624-91.8% |