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 9-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 | $64,903 | $109,413-40.7% | $156,263-58.5% | $84,808-23.5% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 20.38% | 20.18%+0.2pp | 59.47%-39.1pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,946 | $2,907-33.0% | $4,333-55.1% | $2,631-26.0% |
| Participant deferral / active EE | $4,447 | $4,590-3.1% | $6,158-27.8% | $4,212+5.6% |
| Admin fee / account holder | $670 | $9,357-92.8% | $14,255-95.3% | $7,344-90.9% |