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 | $47,131 | $177,572-73.5% | $154,803-69.6% | $142,382-66.9% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 20.99% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,416 | $4,810-70.6% | $4,305-67.1% | $4,299-67.1% |
| Participant deferral / active EE | $4,137 | $6,272-34.0% | $5,540-25.3% | $6,507-36.4% |
| Admin fee / account holder | $786 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |