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 5-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 | $58,497 | $177,572-67.1% | $154,803-62.2% | $142,382-58.9% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.1%-31.9pp | 80.1%-34.0pp |
| Annual return | 15.20% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,211 | $4,810-74.8% | $4,305-71.9% | $4,299-71.8% |
| Participant deferral / active EE | $6,001 | $6,272-4.3% | $5,540+8.3% | $6,507-7.8% |
| Admin fee / account holder | $1,004 | $16,786-94.0% | $14,329-93.0% | $12,624-92.0% |