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 | $57,997 | $109,413-47.0% | $156,263-62.9% | $84,808-31.6% |
| Participation rate | 55.6% | 72.7%-17.1pp | 78.9%-23.4pp | 68.3%-12.8pp |
| Annual return | 16.49% | 20.18%-3.7pp | 59.47%-43.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,518 | $2,907-13.4% | $4,333-41.9% | $2,631-4.3% |
| Participant deferral / active EE | $5,365 | $4,590+16.9% | $6,158-12.9% | $4,212+27.4% |
| Admin fee / account holder | $14,001 | $9,357+49.6% | $14,255-1.8% | $7,344+90.6% |