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 8-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 | $51,543 | $81,460-36.7% | $103,333-50.1% | $80,856-36.3% |
| Participation rate | 69.7% | 66.8%+2.9pp | 74.5%-4.8pp | 67.6%+2.1pp |
| Annual return | 16.75% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,097 | $3,105-32.5% | $3,868-45.8% | $2,755-23.9% |
| Participant deferral / active EE | $4,625 | $3,869+19.5% | $5,057-8.6% | $4,296+7.7% |
| Admin fee / account holder | $1,419 | $6,566-78.4% | $8,355-83.0% | $6,918-79.5% |