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 | $33,278 | $105,126-68.3% | $94,646-64.8% | $139,434-76.1% |
| Participation rate | 69.2% | 82.4%-13.1pp | 80.8%-11.6pp | 80.3%-11.1pp |
| Annual return | 21.26% | 38.03%-16.8pp | 156.71%-135.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,705 | $7,599+67.2% | $7,418+71.3% | $6,710+89.3% |
| Admin fee / account holder | $8,185 | $8,984-8.9% | $7,231+13.2% | $11,403-28.2% |