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 | $41,535 | $73,933-43.8% | $96,683-57.0% | $75,163-44.7% |
| Participation rate | 61.7% | 66.4%-4.7pp | 74.3%-12.6pp | 67.2%-5.5pp |
| Annual return | 30.70% | 26.70%+4.0pp | 35.69%-5.0pp | 160.62%-129.9pp |
| Employer contribution / active EE | $2,959 | $2,928+1.1% | $3,737-20.8% | $2,670+10.8% |
| Participant deferral / active EE | $5,859 | $3,659+60.1% | $4,878+20.1% | $4,125+42.0% |
| Admin fee / account holder | $2,599 | $5,216-50.2% | $6,730-61.4% | $5,651-54.0% |