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 | $47,083 | $127,065-62.9% | $113,168-58.4% | $142,382-66.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 42.91% | 24.03%+18.9pp | 24.27%+18.6pp | 217.08%-174.2pp |
| Employer contribution / active EE | $12,568 | $3,442+265.1% | $2,975+322.4% | $4,299+192.3% |
| Participant deferral / active EE | $10,329 | $5,716+80.7% | $5,107+102.3% | $6,507+58.7% |
| Admin fee / account holder | $8,171 | $15,736-48.1% | $12,068-32.3% | $12,624-35.3% |