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 | $50,498 | $148,534-66.0% | $135,903-62.8% | $139,434-63.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.38% | 79.19%-60.8pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,426 | $5,243-72.8% | $4,856-70.6% | $4,751-70.0% |
| Participant deferral / active EE | $11,483 | $8,100+41.8% | $7,758+48.0% | $6,710+71.1% |
| Admin fee / account holder | $964 | $12,400-92.2% | $10,762-91.0% | $11,403-91.5% |