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 4-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 | $111,833 | $86,929+28.6% | $102,423+9.2% | $80,856+38.3% |
| Participation rate | 40.7% | 72.4%-31.7pp | 76.5%-35.8pp | 67.6%-27.0pp |
| Annual return | 11.59% | 18.88%-7.3pp | 29.32%-17.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,997 | $2,369+26.5% | $3,023-0.9% | $2,755+8.8% |
| Participant deferral / active EE | $3,583 | $4,118-13.0% | $5,053-29.1% | $4,296-16.6% |
| Admin fee / account holder | $1,517 | $8,049-81.1% | $9,451-83.9% | $6,918-78.1% |