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 | $58,522 | $95,803-38.9% | $113,168-48.3% | $84,808-31.0% |
| Participation rate | 57.8% | 72.9%-15.1pp | 76.6%-18.8pp | 68.3%-10.5pp |
| Annual return | 17.58% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $844 | $2,360-64.2% | $2,975-71.6% | $2,631-67.9% |
| Participant deferral / active EE | $5,428 | $4,242+28.0% | $5,107+6.3% | $4,212+28.9% |
| Admin fee / account holder | $15,004 | $8,989+66.9% | $12,068+24.3% | $7,344+104.3% |