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 | $63,139 | $117,983-46.5% | $101,794-38.0% | $142,382-55.7% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 18.91% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,160 | $2,773-58.2% | $2,289-49.3% | $4,299-73.0% |
| Participant deferral / active EE | $2,470 | $4,714-47.6% | $4,084-39.5% | $6,507-62.0% |
| Admin fee / account holder | $1,163 | $10,433-88.9% | $8,777-86.7% | $12,624-90.8% |