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 | $31,313 | $65,561-52.2% | $91,541-65.8% | $74,304-57.9% |
| Participation rate | 50.7% | 56.6%-5.9pp | 69.8%-19.0pp | 60.3%-9.6pp |
| Annual return | 59.67% | 17.68%+42.0pp | 20.50%+39.2pp | 29.43%+30.2pp |
| Employer contribution / active EE | $1,919 | $1,717+11.8% | $2,505-23.4% | $2,241-14.4% |
| Participant deferral / active EE | $3,008 | $2,918+3.1% | $4,008-25.0% | $3,767-20.2% |
| Admin fee / account holder | $1,966 | $3,333-41.0% | $6,956-71.7% | $2,969-33.8% |