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 6-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 | $54,099 | $93,571-42.2% | $135,903-60.2% | $75,163-28.0% |
| Participation rate | 58.1% | 75.2%-17.0pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 21.85% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,552 | $3,537+0.4% | $4,856-26.9% | $2,670+33.1% |
| Participant deferral / active EE | $7,924 | $6,404+23.7% | $7,758+2.1% | $4,125+92.1% |
| Admin fee / account holder | $1,301 | $6,975-81.3% | $10,762-87.9% | $5,651-77.0% |