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 | $29,869 | $60,022-50.2% | $88,946-66.4% | $84,808-64.8% |
| Participation rate | 67.5% | 57.8%+9.7pp | 68.8%-1.3pp | 68.3%-0.8pp |
| Annual return | 18.99% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,619 | $1,703+53.8% | $2,555+2.5% | $2,631-0.4% |
| Participant deferral / active EE | $4,334 | $3,114+39.2% | $4,581-5.4% | $4,212+2.9% |
| Admin fee / account holder | $3,048 | $4,811-36.6% | $8,261-63.1% | $7,344-58.5% |