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 | $33,372 | $74,927-55.5% | $101,794-67.2% | $84,808-60.6% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.2%-11.6pp | 68.3%-10.7pp |
| Annual return | 14.42% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,912 | $1,522+25.6% | $2,289-16.5% | $2,631-27.3% |
| Participant deferral / active EE | $2,613 | $3,099-15.7% | $4,084-36.0% | $4,212-37.9% |
| Admin fee / account holder | $9,489 | $6,514+45.7% | $8,777+8.1% | $7,344+29.2% |