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 | $126,105 | $177,572-29.0% | $154,803-18.5% | $142,382-11.4% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 18.61% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,303 | $4,810-72.9% | $4,305-69.7% | $4,299-69.7% |
| Participant deferral / active EE | $5,195 | $6,272-17.2% | $5,540-6.2% | $6,507-20.2% |
| Admin fee / account holder | $12,748 | $16,786-24.1% | $14,329-11.0% | $12,624+1.0% |