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 6-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 | $35,602 | $109,881-67.6% | $150,045-76.3% | $84,808-58.0% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 18.83% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,238 | $3,561-37.2% | $4,693-52.3% | $2,631-14.9% |
| Participant deferral / active EE | $3,977 | $6,636-40.1% | $7,997-50.3% | $4,212-5.6% |
| Admin fee / account holder | $1,079 | $8,568-87.4% | $13,435-92.0% | $7,344-85.3% |