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 | $75,159 | $74,927+0.3% | $101,794-26.2% | $84,808-11.4% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.2%-16.2pp | 68.3%-15.4pp |
| Annual return | 15.11% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,068 | $1,522-29.8% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $3,863 | $3,099+24.6% | $4,084-5.4% | $4,212-8.3% |
| Admin fee / account holder | $560 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |