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 | $44,276 | $68,547-35.4% | $120,354-63.2% | $80,856-45.2% |
| Participation rate | 65.6% | 61.6%+4.0pp | 71.9%-6.3pp | 67.6%-2.0pp |
| Annual return | 11.95% | 23.60%-11.7pp | 107.15%-95.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,054 | $2,051+0.1% | $3,463-40.7% | $2,755-25.4% |
| Participant deferral / active EE | $4,472 | $3,173+40.9% | $4,991-10.4% | $4,296+4.1% |
| Admin fee / account holder | $6,640 | $5,732+15.9% | $9,423-29.5% | $6,918-4.0% |