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 | $40,320 | $177,572-77.3% | $154,803-74.0% | $142,382-71.7% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.1%-49.5pp | 80.1%-51.5pp |
| Annual return | 22.83% | 65.07%-42.2pp | 58.88%-36.1pp | 217.08%-194.2pp |
| Employer contribution / active EE | $973 | $4,810-79.8% | $4,305-77.4% | $4,299-77.4% |
| Participant deferral / active EE | $1,946 | $6,272-69.0% | $5,540-64.9% | $6,507-70.1% |
| Admin fee / account holder | $333 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |