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 | $59,520 | $57,016+4.4% | $84,966-29.9% | $80,856-26.4% |
| Participation rate | 55.9% | 56.3%-0.4pp | 67.5%-11.6pp | 67.6%-11.7pp |
| Annual return | 14.91% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,192 | $1,798-33.7% | $2,727-56.3% | $2,755-56.7% |
| Participant deferral / active EE | $4,108 | $3,110+32.1% | $4,519-9.1% | $4,296-4.4% |
| Admin fee / account holder | $2,259 | $4,980-54.6% | $6,149-63.3% | $6,918-67.3% |