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 | $96,123 | $60,022+60.1% | $88,946+8.1% | $84,808+13.3% |
| Participation rate | 38.2% | 57.8%-19.6pp | 68.8%-30.6pp | 68.3%-30.1pp |
| Annual return | 23.06% | 22.43%+0.6pp | 57.82%-34.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,037 | $1,703-39.1% | $2,555-59.4% | $2,631-60.6% |
| Participant deferral / active EE | $4,806 | $3,114+54.3% | $4,581+4.9% | $4,212+14.1% |
| Admin fee / account holder | $2,592 | $4,811-46.1% | $8,261-68.6% | $7,344-64.7% |