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 3-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 | $28,264 | $79,944-64.6% | $98,439-71.3% | $75,163-62.4% |
| Participation rate | 65.1% | 70.4%-5.3pp | 75.2%-10.0pp | 67.2%-2.1pp |
| Annual return | 25.64% | 19.75%+5.9pp | 21.16%+4.5pp | 160.62%-135.0pp |
| Employer contribution / active EE | $2,215 | $2,264-2.2% | $3,048-27.3% | $2,670-17.0% |
| Participant deferral / active EE | $8,421 | $3,752+124.4% | $4,738+77.7% | $4,125+104.1% |
| Admin fee / account holder | $13,131 | $6,840+92.0% | $8,948+46.8% | $5,651+132.4% |