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 | $42,283 | $89,753-52.9% | $107,525-60.7% | $84,808-50.1% |
| Participation rate | 58.3% | 68.1%-9.7pp | 75.1%-16.7pp | 68.3%-10.0pp |
| Annual return | 13.71% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,759 | $3,113-43.5% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $5,697 | $4,056+40.5% | $5,116+11.4% | $4,212+35.3% |
| Admin fee / account holder | $2,459 | $7,222-66.0% | $8,919-72.4% | $7,344-66.5% |