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 9-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 | $56,311 | $58,512-3.8% | $84,015-33.0% | $72,985-22.8% |
| Participation rate | 60.0% | 61.2%-1.2pp | 69.0%-9.0pp | 69.5%-9.5pp |
| Annual return | 37.61% | 28.93%+8.7pp | 71.31%-33.7pp | 81.00%-43.4pp |
| Employer contribution / active EE | $2,149 | $1,163+84.8% | $1,983+8.3% | $2,440-11.9% |
| Participant deferral / active EE | $3,620 | $2,394+51.2% | $3,239+11.8% | $3,607+0.4% |
| Admin fee / account holder | $679 | $4,569-85.1% | $6,101-88.9% | $5,124-86.7% |