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 3-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 | $49,744 | $74,927-33.6% | $101,794-51.1% | $84,808-41.3% |
| Participation rate | 28.1% | 61.4%-33.3pp | 69.2%-41.1pp | 68.3%-40.2pp |
| Annual return | 19.35% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,780 | $1,522+82.7% | $2,289+21.4% | $2,631+5.7% |
| Participant deferral / active EE | $4,568 | $3,099+47.4% | $4,084+11.9% | $4,212+8.5% |
| Admin fee / account holder | $12,236 | $6,514+87.8% | $8,777+39.4% | $7,344+66.6% |