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 7-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 | $49,349 | $86,929-43.2% | $102,423-51.8% | $80,856-39.0% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.6%+2.1pp |
| Annual return | 12.47% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,306 | $2,369-2.7% | $3,023-23.7% | $2,755-16.3% |
| Participant deferral / active EE | $6,101 | $4,118+48.1% | $5,053+20.7% | $4,296+42.0% |
| Admin fee / account holder | $2,039 | $8,049-74.7% | $9,451-78.4% | $6,918-70.5% |