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 7-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 | $30,668 | $66,098-53.6% | $101,794-69.9% | $74,304-58.7% |
| Participation rate | 51.4% | 53.8%-2.3pp | 69.2%-17.8pp | 60.3%-8.9pp |
| Annual return | 16.44% | 19.59%-3.2pp | 30.53%-14.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,466 | $1,082+35.5% | $2,289-36.0% | $2,241-34.6% |
| Participant deferral / active EE | $2,210 | $2,781-20.6% | $4,084-45.9% | $3,767-41.3% |
| Admin fee / account holder | $881 | $4,146-78.8% | $8,777-90.0% | $2,969-70.3% |