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 6-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 | $81,608 | $95,803-14.8% | $113,168-27.9% | $84,808-3.8% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 18.82% | 25.00%-6.2pp | 24.27%-5.4pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,343 | $2,360-43.1% | $2,975-54.9% | $2,631-49.0% |
| Participant deferral / active EE | $4,106 | $4,242-3.2% | $5,107-19.6% | $4,212-2.5% |
| Admin fee / account holder | $714 | $8,989-92.1% | $12,068-94.1% | $7,344-90.3% |