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 | $59,977 | $60,892-1.5% | $82,389-27.2% | $84,808-29.3% |
| Participation rate | 67.9% | 63.3%+4.7pp | 69.5%-1.6pp | 68.3%-0.4pp |
| Annual return | 150.24% | 37.29%+112.9pp | 28.67%+121.6pp | 40.90%+109.3pp |
| Employer contribution / active EE | $2,499 | $1,779+40.5% | $2,517-0.7% | $2,631-5.0% |
| Participant deferral / active EE | $4,784 | $3,179+50.5% | $4,155+15.1% | $4,212+13.6% |
| Admin fee / account holder | $1,691 | $5,467-69.1% | $7,231-76.6% | $7,344-77.0% |