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 8-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 | $65,797 | $65,365+0.7% | $92,893-29.2% | $72,985-9.8% |
| Participation rate | 53.6% | 68.3%-14.7pp | 76.0%-22.4pp | 69.5%-15.9pp |
| Annual return | 22.30% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,587 | $2,594-0.3% | $3,653-29.2% | $2,440+6.0% |
| Participant deferral / active EE | $4,309 | $3,128+37.8% | $4,236+1.7% | $3,607+19.5% |
| Admin fee / account holder | $389 | $4,251-90.8% | $5,794-93.3% | $5,124-92.4% |