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 9-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 | $60,166 | $60,022+0.2% | $88,946-32.4% | $84,808-29.1% |
| Participation rate | 46.1% | 57.8%-11.8pp | 68.8%-22.8pp | 68.3%-22.3pp |
| Annual return | 23.51% | 22.43%+1.1pp | 57.82%-34.3pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,214 | $1,703-28.7% | $2,555-52.5% | $2,631-53.9% |
| Participant deferral / active EE | $3,791 | $3,114+21.7% | $4,581-17.3% | $4,212-10.0% |
| Admin fee / account holder | $3,090 | $4,811-35.8% | $8,261-62.6% | $7,344-57.9% |