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 | $41,253 | $127,065-67.5% | $113,168-63.5% | $142,382-71.0% |
| Participation rate | 38.5% | 79.2%-40.7pp | 76.6%-38.1pp | 80.1%-41.7pp |
| Annual return | 19.84% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,874 | $3,442-45.6% | $2,975-37.0% | $4,299-56.4% |
| Participant deferral / active EE | $4,543 | $5,716-20.5% | $5,107-11.0% | $6,507-30.2% |
| Admin fee / account holder | $4,933 | $15,736-68.7% | $12,068-59.1% | $12,624-60.9% |