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 | $57,069 | $60,022-4.9% | $88,946-35.8% | $84,808-32.7% |
| Participation rate | 66.7% | 57.8%+8.8pp | 68.8%-2.2pp | 68.3%-1.6pp |
| Annual return | 26.38% | 22.43%+3.9pp | 57.82%-31.4pp | 40.90%-14.5pp |
| Employer contribution / active EE | $4,875 | $1,703+186.3% | $2,555+90.8% | $2,631+85.3% |
| Participant deferral / active EE | $6,663 | $3,114+114.0% | $4,581+45.4% | $4,212+58.2% |
| Admin fee / account holder | $2,531 | $4,811-47.4% | $8,261-69.4% | $7,344-65.5% |