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 8-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 | $45,624 | $48,265-5.5% | $68,791-33.7% | $68,494-33.4% |
| Participation rate | 66.1% | 60.7%+5.4pp | 69.0%-3.0pp | 67.9%-1.8pp |
| Annual return | 33.36% | -12.71%+46.1pp | -6.38%+39.7pp | -7.84%+41.2pp |
| Employer contribution / active EE | $1,578 | $1,829-13.7% | $2,655-40.6% | $2,596-39.2% |
| Participant deferral / active EE | $3,238 | $2,867+12.9% | $3,941-17.9% | $4,027-19.6% |
| Admin fee / account holder | $3,482 | $4,355-20.0% | $4,932-29.4% | $5,403-35.5% |