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 4-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 | $25,511 | $68,719-62.9% | $91,541-72.1% | $84,808-69.9% |
| Participation rate | 68.0% | 64.5%+3.5pp | 69.8%-1.8pp | 68.3%-0.3pp |
| Annual return | 20.00% | 19.12%+0.9pp | 20.50%-0.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,869 | $1,920-2.6% | $2,505-25.4% | $2,631-28.9% |
| Participant deferral / active EE | $3,741 | $3,136+19.3% | $4,008-6.7% | $4,212-11.2% |
| Admin fee / account holder | $415 | $5,786-92.8% | $6,956-94.0% | $7,344-94.3% |