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 6-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 | $63,266 | $110,257-42.6% | $96,544-34.5% | $139,434-54.6% |
| Participation rate | 58.8% | 78.1%-19.3pp | 76.0%-17.1pp | 80.3%-21.5pp |
| Annual return | 17.77% | 26.32%-8.5pp | 25.84%-8.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,795 | $3,620-22.8% | $2,965-5.7% | $4,751-41.2% |
| Participant deferral / active EE | $4,624 | $5,548-16.7% | $4,851-4.7% | $6,710-31.1% |
| Admin fee / account holder | $1,861 | $11,591-83.9% | $8,252-77.4% | $11,403-83.7% |