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 8-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 | $56,788 | $71,050-20.1% | $93,606-39.3% | $80,856-29.8% |
| Participation rate | 55.4% | 60.4%-5.1pp | 68.7%-13.4pp | 67.6%-12.3pp |
| Annual return | 14.09% | 11.26%+2.8pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,469 | $1,564-6.0% | $2,420-39.3% | $2,755-46.7% |
| Participant deferral / active EE | $1,972 | $4,034-51.1% | $4,411-55.3% | $4,296-54.1% |
| Admin fee / account holder | $4,292 | $6,945-38.2% | $8,285-48.2% | $6,918-38.0% |