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 | $55,080 | $102,605-46.3% | $145,661-62.2% | $84,808-35.1% |
| Participation rate | 65.8% | 74.3%-8.5pp | 77.2%-11.4pp | 68.3%-2.5pp |
| Annual return | 17.77% | 26.50%-8.7pp | 101.46%-83.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $3,799 | $3,325+14.3% | $4,238-10.3% | $2,631+44.4% |
| Participant deferral / active EE | $9,734 | $5,750+69.3% | $7,198+35.2% | $4,212+131.1% |
| Admin fee / account holder | $7,482 | $8,758-14.6% | $12,466-40.0% | $7,344+1.9% |