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 | $68,961 | $77,314-10.8% | $177,989-61.3% | $80,856-14.7% |
| Participation rate | 64.0% | 65.7%-1.7pp | 77.1%-13.1pp | 67.6%-3.6pp |
| Annual return | 15.15% | 18.09%-2.9pp | 294.48%-279.3pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,470 | $2,292+7.7% | $3,949-37.5% | $2,755-10.4% |
| Participant deferral / active EE | $3,697 | $4,411-16.2% | $6,276-41.1% | $4,296-13.9% |
| Admin fee / account holder | $2,341 | $7,191-67.4% | $10,363-77.4% | $6,918-66.2% |