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 | $32,518 | $60,022-45.8% | $88,946-63.4% | $84,808-61.7% |
| Participation rate | 56.9% | 57.8%-0.9pp | 68.8%-12.0pp | 68.3%-11.4pp |
| Annual return | 18.53% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,610 | $1,703+53.3% | $2,555+2.1% | $2,631-0.8% |
| Participant deferral / active EE | $2,541 | $3,114-18.4% | $4,581-44.5% | $4,212-39.7% |
| Admin fee / account holder | $2,134 | $4,811-55.6% | $8,261-74.2% | $7,344-70.9% |