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 | $40,886 | $57,016-28.3% | $84,966-51.9% | $80,856-49.4% |
| Participation rate | 66.0% | 56.3%+9.7pp | 67.5%-1.5pp | 67.6%-1.6pp |
| Annual return | 13.57% | 21.66%-8.1pp | 66.38%-52.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,376 | $1,798-23.4% | $2,727-49.5% | $2,755-50.0% |
| Participant deferral / active EE | $2,697 | $3,110-13.3% | $4,519-40.3% | $4,296-37.2% |
| Admin fee / account holder | $13,339 | $4,980+167.8% | $6,149+116.9% | $6,918+92.8% |