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 | $99,263 | $159,602-37.8% | $150,045-33.8% | $142,382-30.3% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.3%-23.5pp | 80.1%-21.3pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,743 | $4,961-64.9% | $4,693-62.9% | $4,299-59.5% |
| Participant deferral / active EE | $6,648 | $8,310-20.0% | $7,997-16.9% | $6,507+2.2% |
| Admin fee / account holder | $2,988 | $14,846-79.9% | $13,435-77.8% | $12,624-76.3% |