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 | $66,495 | $94,625-29.7% | $116,228-42.8% | $84,808-21.6% |
| Participation rate | 61.7% | 70.4%-8.8pp | 74.6%-12.9pp | 68.3%-6.6pp |
| Annual return | 17.19% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $918 | $2,347-60.9% | $2,994-69.3% | $2,631-65.1% |
| Participant deferral / active EE | $2,875 | $3,972-27.6% | $4,953-41.9% | $4,212-31.7% |
| Admin fee / account holder | $8,985 | $10,091-11.0% | $11,989-25.1% | $7,344+22.4% |