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 8-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 | $44,915 | $99,985-55.1% | $146,665-69.4% | $85,850-47.7% |
| Participation rate | 69.6% | 73.1%-3.5pp | 80.1%-10.5pp | 69.3%+0.3pp |
| Annual return | 15.54% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,646 | $2,559+3.4% | $4,136-36.0% | $2,565+3.1% |
| Participant deferral / active EE | $5,750 | $4,006+43.5% | $5,506+4.4% | $3,952+45.5% |
| Admin fee / account holder | $6,514 | $7,702-15.4% | $10,280-36.6% | $6,260+4.1% |