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 | $55,641 | $109,881-49.4% | $150,045-62.9% | $84,808-34.4% |
| Participation rate | 63.2% | 76.1%-12.9pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 17.31% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,467 | $3,561-30.7% | $4,693-47.4% | $2,631-6.2% |
| Participant deferral / active EE | $5,021 | $6,636-24.3% | $7,997-37.2% | $4,212+19.2% |
| Admin fee / account holder | $4,440 | $8,568-48.2% | $13,435-66.9% | $7,344-39.5% |