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 | $27,680 | $80,673-65.7% | $101,326-72.7% | $84,808-67.4% |
| Participation rate | 64.6% | 77.8%-13.2pp | 81.5%-16.9pp | 68.3%-3.7pp |
| Annual return | 38.84% | 38.95%-0.1pp | 36.82%+2.0pp | 40.90%-2.1pp |
| Employer contribution / active EE | $2,434 | $2,698-9.8% | $3,665-33.6% | $2,631-7.5% |
| Participant deferral / active EE | $3,568 | $6,840-47.8% | $7,994-55.4% | $4,212-15.3% |
| Admin fee / account holder | $1,652 | $12,784-87.1% | $11,185-85.2% | $7,344-77.5% |