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 | $37,907 | $201,272-81.2% | $184,203-79.4% | $145,922-74.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 26.74% | 29.00%-2.3pp | 28.81%-2.1pp | 561.29%-534.5pp |
| Employer contribution / active EE | $3,797 | $7,022-45.9% | $6,427-40.9% | $4,660-18.5% |
| Participant deferral / active EE | $10,576 | $9,806+7.9% | $9,131+15.8% | $6,688+58.1% |
| Admin fee / account holder | $1,752 | $16,364-89.3% | $13,901-87.4% | $13,397-86.9% |