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 | $77,919 | $94,625-17.7% | $116,228-33.0% | $84,808-8.1% |
| Participation rate | 61.9% | 70.4%-8.5pp | 74.6%-12.6pp | 68.3%-6.4pp |
| Annual return | 17.95% | 20.40%-2.5pp | 90.06%-72.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,060 | $2,347-12.2% | $2,994-31.2% | $2,631-21.7% |
| Participant deferral / active EE | $4,428 | $3,972+11.5% | $4,953-10.6% | $4,212+5.1% |
| Admin fee / account holder | $1,552 | $10,091-84.6% | $11,989-87.1% | $7,344-78.9% |