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 | $38,466 | $159,602-75.9% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 19.23% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,662 | $4,961-66.5% | $4,693-64.6% | $4,299-61.3% |
| Participant deferral / active EE | $2,589 | $8,310-68.8% | $7,997-67.6% | $6,507-60.2% |
| Admin fee / account holder | $308 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |