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 7-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 | $60,988 | $73,933-17.5% | $96,683-36.9% | $75,163-18.9% |
| Participation rate | 53.3% | 66.4%-13.2pp | 74.3%-21.1pp | 67.2%-13.9pp |
| Annual return | 18.69% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,323 | $2,928-20.7% | $3,737-37.8% | $2,670-13.0% |
| Participant deferral / active EE | $5,156 | $3,659+40.9% | $4,878+5.7% | $4,125+25.0% |
| Admin fee / account holder | $2,421 | $5,216-53.6% | $6,730-64.0% | $5,651-57.2% |