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 | $43,002 | $77,503-44.5% | $100,391-57.2% | $80,856-46.8% |
| Participation rate | 44.4% | 76.9%-32.5pp | 81.5%-37.0pp | 67.6%-23.2pp |
| Annual return | 13.22% | 37.20%-24.0pp | 49.20%-36.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,556 | $2,801-8.7% | $3,942-35.2% | $2,755-7.2% |
| Participant deferral / active EE | $3,431 | $6,820-49.7% | $8,082-57.5% | $4,296-20.1% |
| Admin fee / account holder | $758 | $5,897-87.1% | $7,899-90.4% | $6,918-89.0% |