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 | $57,867 | $148,978-61.2% | $200,582-71.2% | $84,808-31.8% |
| Participation rate | 46.7% | 84.2%-37.6pp | 86.9%-40.2pp | 68.3%-21.6pp |
| Annual return | 18.48% | 28.16%-9.7pp | 42.33%-23.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,650 | $4,815-45.0% | $6,419-58.7% | $2,631+0.7% |
| Participant deferral / active EE | $5,015 | $7,142-29.8% | $9,331-46.3% | $4,212+19.1% |
| Admin fee / account holder | $2,342 | $13,977-83.2% | $16,305-85.6% | $7,344-68.1% |