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 | $50,095 | $63,764-21.4% | $81,930-38.9% | $79,858-37.3% |
| Participation rate | 50.8% | 67.5%-16.7pp | 72.0%-21.2pp | 69.6%-18.8pp |
| Annual return | 18.15% | 22.66%-4.5pp | 29.49%-11.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,336 | $1,795+30.1% | $4,310-45.8% | $2,471-5.5% |
| Participant deferral / active EE | $4,392 | $2,780+58.0% | $7,107-38.2% | $3,740+17.4% |
| Admin fee / account holder | $12,682 | $4,426+186.5% | $5,158+145.9% | $5,306+139.0% |