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 | $55,534 | $159,602-65.2% | $150,045-63.0% | $142,382-61.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 17.29% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,308 | $4,961-73.6% | $4,693-72.1% | $4,299-69.6% |
| Participant deferral / active EE | $2,873 | $8,310-65.4% | $7,997-64.1% | $6,507-55.9% |
| Admin fee / account holder | $613 | $14,846-95.9% | $13,435-95.4% | $12,624-95.1% |