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 | $24,448 | $107,452-77.2% | $91,541-73.3% | $142,382-82.8% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.8%-24.8pp | 80.1%-35.1pp |
| Annual return | 19.75% | 22.06%-2.3pp | 20.50%-0.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,080 | $2,994-30.5% | $2,505-17.0% | $4,299-51.6% |
| Participant deferral / active EE | $5,116 | $4,754+7.6% | $4,008+27.7% | $6,507-21.4% |
| Admin fee / account holder | $12,474 | $8,834+41.2% | $6,956+79.3% | $12,624-1.2% |