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 | $47,190 | $159,602-70.4% | $150,045-68.5% | $142,382-66.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 19.95% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,625 | $4,961-67.2% | $4,693-65.4% | $4,299-62.2% |
| Participant deferral / active EE | $2,679 | $8,310-67.8% | $7,997-66.5% | $6,507-58.8% |
| Admin fee / account holder | $521 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |