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 | $44,813 | $177,572-74.8% | $154,803-71.1% | $142,382-68.5% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 24.73% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,462 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $4,369 | $6,272-30.3% | $5,540-21.2% | $6,507-32.9% |
| Admin fee / account holder | $14,301 | $16,786-14.8% | $14,329-0.2% | $12,624+13.3% |