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 | $42,792 | $48,265-11.3% | $68,791-37.8% | $68,494-37.5% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | 8.66% | -12.71%+21.4pp | -6.38%+15.0pp | -7.84%+16.5pp |
| Employer contribution / active EE | $3,087 | $1,829+68.8% | $2,655+16.3% | $2,596+18.9% |
| Participant deferral / active EE | $4,749 | $2,867+65.7% | $3,941+20.5% | $4,027+17.9% |
| Admin fee / account holder | $1,694 | $4,355-61.1% | $4,932-65.7% | $5,403-68.7% |