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 10-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 | $58,019 | $60,022-3.3% | $88,946-34.8% | $84,808-31.6% |
| Participation rate | 50.0% | 57.8%-7.8pp | 68.8%-18.8pp | 68.3%-18.3pp |
| Annual return | 18.09% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,865 | $1,703+68.3% | $2,555+12.1% | $2,631+8.9% |
| Participant deferral / active EE | $4,269 | $3,114+37.1% | $4,581-6.8% | $4,212+1.4% |
| Admin fee / account holder | $7,818 | $4,811+62.5% | $8,261-5.4% | $7,344+6.5% |