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 | $62,476 | $179,726-65.2% | $156,263-60.0% | $142,382-56.1% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.9%-20.6pp | 80.1%-21.8pp |
| Annual return | 18.03% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,906 | $5,069-42.7% | $4,333-32.9% | $4,299-32.4% |
| Participant deferral / active EE | $6,100 | $6,956-12.3% | $6,158-0.9% | $6,507-6.3% |
| Admin fee / account holder | $349 | $17,272-98.0% | $14,255-97.6% | $12,624-97.2% |