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 | $53,529 | $177,572-69.9% | $154,803-65.4% | $142,382-62.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 12.98% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,376 | $4,810-50.6% | $4,305-44.8% | $4,299-44.7% |
| Participant deferral / active EE | $4,951 | $6,272-21.1% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $2,348 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |