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 | $29,129 | $60,892-52.2% | $82,389-64.6% | $84,808-65.7% |
| Participation rate | 62.3% | 63.3%-1.0pp | 69.5%-7.3pp | 68.3%-6.0pp |
| Annual return | 18.70% | 37.29%-18.6pp | 28.67%-10.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,082 | $1,779+17.0% | $2,517-17.3% | $2,631-20.9% |
| Participant deferral / active EE | $4,780 | $3,179+50.4% | $4,155+15.0% | $4,212+13.5% |
| Admin fee / account holder | $2,022 | $5,467-63.0% | $7,231-72.0% | $7,344-72.5% |