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 9-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 | $56,021 | $86,944-35.6% | $107,525-47.9% | $74,304-24.6% |
| Participation rate | 68.9% | 59.6%+9.4pp | 75.1%-6.1pp | 60.3%+8.6pp |
| Annual return | 21.16% | 23.52%-2.4pp | 181.32%-160.2pp | 29.43%-8.3pp |
| Employer contribution / active EE | $2,692 | $2,757-2.4% | $3,754-28.3% | $2,241+20.1% |
| Participant deferral / active EE | $4,288 | $3,554+20.6% | $5,116-16.2% | $3,767+13.8% |
| Admin fee / account holder | $3,328 | $3,727-10.7% | $8,919-62.7% | $2,969+12.1% |