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 | $70,184 | $78,926-11.1% | $136,749-48.7% | $84,808-17.2% |
| Participation rate | 67.1% | 62.2%+4.9pp | 72.1%-5.1pp | 68.3%-1.2pp |
| Annual return | 59.28% | 18.17%+41.1pp | 24.33%+35.0pp | 40.90%+18.4pp |
| Employer contribution / active EE | $2,026 | $2,134-5.1% | $3,400-40.4% | $2,631-23.0% |
| Participant deferral / active EE | $3,789 | $3,168+19.6% | $4,692-19.3% | $4,212-10.0% |
| Admin fee / account holder | $4,994 | $6,369-21.6% | $11,386-56.1% | $7,344-32.0% |