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 | $26,593 | $48,230-44.9% | $67,502-60.6% | $80,856-67.1% |
| Participation rate | 68.4% | 66.4%+2.0pp | 72.9%-4.5pp | 67.6%+0.7pp |
| Annual return | 17.15% | 18.28%-1.1pp | 3512.12%-3495.0pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,129 | $2,020+5.4% | $2,731-22.0% | $2,755-22.7% |
| Participant deferral / active EE | $3,275 | $2,924+12.0% | $4,000-18.1% | $4,296-23.8% |
| Admin fee / account holder | $1,748 | $3,681-52.5% | $3,998-56.3% | $6,918-74.7% |