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 | $27,186 | $214,378-87.3% | $200,582-86.4% | $142,382-80.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 25.22% | 46.41%-21.2pp | 42.33%-17.1pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,225 | $6,841-38.2% | $6,419-34.2% | $4,299-1.7% |
| Participant deferral / active EE | $4,284 | $9,865-56.6% | $9,331-54.1% | $6,507-34.2% |
| Admin fee / account holder | $2,753 | $17,692-84.4% | $16,305-83.1% | $12,624-78.2% |