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 | $30,937 | $100,773-69.3% | $88,946-65.2% | $142,382-78.3% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.8%-7.3pp | 80.1%-18.6pp |
| Annual return | 21.45% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,261 | $2,918-22.5% | $2,555-11.5% | $4,299-47.4% |
| Participant deferral / active EE | $4,369 | $5,230-16.5% | $4,581-4.6% | $6,507-32.9% |
| Admin fee / account holder | $3,013 | $9,693-68.9% | $8,261-63.5% | $12,624-76.1% |