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 | $72,265 | $91,407-20.9% | $135,903-46.8% | $71,457+1.1% |
| Participation rate | 60.4% | 75.7%-15.3pp | 81.9%-21.5pp | 67.9%-7.5pp |
| Annual return | 21.82% | 29.90%-8.1pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $3,344 | $3,703-9.7% | $4,856-31.1% | $2,588+29.2% |
| Participant deferral / active EE | $9,689 | $7,092+36.6% | $7,758+24.9% | $4,289+125.9% |
| Admin fee / account holder | $4,054 | $1,266+220.3% | $10,762-62.3% | $1,587+155.4% |