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 | $34,670 | $78,422-55.8% | $95,952-63.9% | $79,858-56.6% |
| Participation rate | 63.6% | 73.5%-9.8pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 20.61% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,843 | $1,945+46.2% | $2,541+11.9% | $2,471+15.1% |
| Participant deferral / active EE | $6,656 | $3,440+93.5% | $4,167+59.7% | $3,740+78.0% |
| Admin fee / account holder | $6,396 | $5,622+13.8% | $6,795-5.9% | $5,306+20.5% |