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 | $61,662 | $65,561-5.9% | $91,541-32.6% | $74,304-17.0% |
| Participation rate | 35.5% | 56.6%-21.1pp | 69.8%-34.3pp | 60.3%-24.8pp |
| Annual return | 18.90% | 17.68%+1.2pp | 20.50%-1.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $877 | $1,717-48.9% | $2,505-65.0% | $2,241-60.9% |
| Participant deferral / active EE | $1,854 | $2,918-36.5% | $4,008-53.7% | $3,767-50.8% |
| Admin fee / account holder | $8,267 | $3,333+148.1% | $6,956+18.8% | $2,969+178.5% |