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 9-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 | $53,102 | $48,230+10.1% | $67,502-21.3% | $80,856-34.3% |
| Participation rate | 68.3% | 66.4%+2.0pp | 72.9%-4.5pp | 67.6%+0.7pp |
| Annual return | 11.49% | 18.28%-6.8pp | 3512.12%-3500.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,884 | $2,020-6.7% | $2,731-31.0% | $2,755-31.6% |
| Participant deferral / active EE | $3,160 | $2,924+8.1% | $4,000-21.0% | $4,296-26.4% |
| Admin fee / account holder | $1,824 | $3,681-50.4% | $3,998-54.4% | $6,918-73.6% |