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 | $27,923 | $214,378-87.0% | $200,582-86.1% | $142,382-80.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 19.94% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,045 | $6,841-40.9% | $6,419-37.0% | $4,299-5.9% |
| Participant deferral / active EE | $7,371 | $9,865-25.3% | $9,331-21.0% | $6,507+13.3% |
| Admin fee / account holder | $12,336 | $17,692-30.3% | $16,305-24.3% | $12,624-2.3% |