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 4-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 | $30,715 | $59,097-48.0% | $82,389-62.7% | $74,304-58.7% |
| Participation rate | 53.2% | 52.8%+0.4pp | 69.5%-16.4pp | 60.3%-7.2pp |
| Annual return | 38.95% | 22.85%+16.1pp | 28.67%+10.3pp | 29.43%+9.5pp |
| Employer contribution / active EE | $9,785 | $1,601+511.3% | $2,517+288.8% | $2,241+336.6% |
| Participant deferral / active EE | $2,044 | $2,775-26.3% | $4,155-50.8% | $3,767-45.7% |
| Admin fee / account holder | $1,724 | $4,489-61.6% | $7,231-76.2% | $2,969-41.9% |