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 | $93,381 | $109,881-15.0% | $150,045-37.8% | $84,808+10.1% |
| Participation rate | 60.6% | 76.1%-15.5pp | 82.3%-21.7pp | 68.3%-7.7pp |
| Annual return | 14.69% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,218 | $3,561-9.6% | $4,693-31.4% | $2,631+22.3% |
| Participant deferral / active EE | $8,275 | $6,636+24.7% | $7,997+3.5% | $4,212+96.5% |
| Admin fee / account holder | $17,583 | $8,568+105.2% | $13,435+30.9% | $7,344+139.4% |