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 | $56,096 | $64,839-13.5% | $95,585-41.3% | $84,808-33.9% |
| Participation rate | 58.2% | 63.8%-5.7pp | 72.1%-13.9pp | 68.3%-10.1pp |
| Annual return | 18.62% | -670.96%+689.6pp | 38.56%-19.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $2,232 | $1,759+26.9% | $2,527-11.7% | $2,631-15.2% |
| Participant deferral / active EE | $4,642 | $2,965+56.6% | $4,023+15.4% | $4,212+10.2% |
| Admin fee / account holder | $3,121 | $5,964-47.7% | $6,127-49.1% | $7,344-57.5% |