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 | $65,910 | $89,753-26.6% | $107,525-38.7% | $84,808-22.3% |
| Participation rate | 56.7% | 68.1%-11.4pp | 75.1%-18.4pp | 68.3%-11.6pp |
| Annual return | 21.10% | 29.48%-8.4pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,096 | $3,113-32.7% | $3,754-44.2% | $2,631-20.3% |
| Participant deferral / active EE | $5,361 | $4,056+32.2% | $5,116+4.8% | $4,212+27.3% |
| Admin fee / account holder | $2,712 | $7,222-62.4% | $8,919-69.6% | $7,344-63.1% |