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 9-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 | $47,681 | $59,101-19.3% | $77,163-38.2% | $75,163-36.6% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 28.73% | 26.71%+2.0pp | 37.87%-9.1pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,730 | $1,995-13.3% | $2,535-31.7% | $2,670-35.2% |
| Participant deferral / active EE | $3,897 | $2,999+29.9% | $3,833+1.6% | $4,125-5.5% |
| Admin fee / account holder | $2,284 | $4,774-52.2% | $5,472-58.3% | $5,651-59.6% |