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 | $54,486 | $109,881-50.4% | $150,045-63.7% | $84,808-35.8% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 18.90% | 28.25%-9.3pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,922 | $3,561-18.0% | $4,693-37.7% | $2,631+11.0% |
| Participant deferral / active EE | $6,220 | $6,636-6.3% | $7,997-22.2% | $4,212+47.7% |
| Admin fee / account holder | $9,387 | $8,568+9.6% | $13,435-30.1% | $7,344+27.8% |