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 3-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 | $84,929 | $60,892+39.5% | $82,389+3.1% | $84,808+0.1% |
| Participation rate | 48.0% | 63.3%-15.3pp | 69.5%-21.5pp | 68.3%-20.3pp |
| Annual return | 14.33% | 37.29%-23.0pp | 28.67%-14.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,586 | $1,779+101.5% | $2,517+42.5% | $2,631+36.3% |
| Participant deferral / active EE | $7,268 | $3,179+128.7% | $4,155+74.9% | $4,212+72.6% |
| Admin fee / account holder | $1,542 | $5,467-71.8% | $7,231-78.7% | $7,344-79.0% |