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 | $41,908 | $106,584-60.7% | $101,326-58.6% | $142,382-70.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 22.39% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,660 | $3,956-32.8% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $5,164 | $8,297-37.8% | $7,994-35.4% | $6,507-20.6% |
| Admin fee / account holder | $321 | $11,446-97.2% | $11,185-97.1% | $12,624-97.5% |