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 10-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 | $56,991 | $93,571-39.1% | $135,903-58.1% | $75,163-24.2% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 23.26% | 30.90%-7.6pp | 68.23%-45.0pp | 160.62%-137.4pp |
| Employer contribution / active EE | $4,690 | $3,537+32.6% | $4,856-3.4% | $2,670+75.7% |
| Participant deferral / active EE | $6,683 | $6,404+4.3% | $7,758-13.9% | $4,125+62.0% |
| Admin fee / account holder | $326 | $6,975-95.3% | $10,762-97.0% | $5,651-94.2% |