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 | $55,370 | $72,277-23.4% | $101,248-45.3% | $79,858-30.7% |
| Participation rate | 57.3% | 68.5%-11.2pp | 75.8%-18.5pp | 69.6%-12.3pp |
| Annual return | 17.54% | 22.30%-4.8pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,459 | $2,692-45.8% | $3,660-60.1% | $2,471-40.9% |
| Participant deferral / active EE | $2,341 | $3,282-28.7% | $4,370-46.4% | $3,740-37.4% |
| Admin fee / account holder | $1,497 | $4,400-66.0% | $5,945-74.8% | $5,306-71.8% |