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 | $64,794 | $60,022+7.9% | $88,946-27.2% | $84,808-23.6% |
| Participation rate | 39.0% | 57.8%-18.8pp | 68.8%-29.8pp | 68.3%-29.3pp |
| Annual return | 28.41% | 22.43%+6.0pp | 57.82%-29.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $1,945 | $1,703+14.2% | $2,555-23.9% | $2,631-26.1% |
| Participant deferral / active EE | $3,259 | $3,114+4.7% | $4,581-28.9% | $4,212-22.6% |
| Admin fee / account holder | $2,980 | $4,811-38.1% | $8,261-63.9% | $7,344-59.4% |