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 | $83,567 | $74,927+11.5% | $101,794-17.9% | $84,808-1.5% |
| Participation rate | 48.2% | 61.4%-13.2pp | 69.2%-20.9pp | 68.3%-20.1pp |
| Annual return | 15.04% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $528 | $1,522-65.3% | $2,289-76.9% | $2,631-79.9% |
| Participant deferral / active EE | $2,895 | $3,099-6.6% | $4,084-29.1% | $4,212-31.3% |
| Admin fee / account holder | $2,978 | $6,514-54.3% | $8,777-66.1% | $7,344-59.4% |