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 | $38,869 | $117,983-67.1% | $101,794-61.8% | $142,382-72.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 19.88% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,620 | $2,773-5.5% | $2,289+14.5% | $4,299-39.1% |
| Participant deferral / active EE | $3,930 | $4,714-16.6% | $4,084-3.8% | $6,507-39.6% |
| Admin fee / account holder | $460 | $10,433-95.6% | $8,777-94.8% | $12,624-96.4% |