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 7-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 | $62,711 | $81,460-23.0% | $103,333-39.3% | $80,856-22.4% |
| Participation rate | 62.9% | 66.8%-4.0pp | 74.5%-11.7pp | 67.6%-4.8pp |
| Annual return | 15.44% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,841 | $3,105-8.5% | $3,868-26.5% | $2,755+3.1% |
| Participant deferral / active EE | $5,505 | $3,869+42.3% | $5,057+8.9% | $4,296+28.2% |
| Admin fee / account holder | $3,630 | $6,566-44.7% | $8,355-56.5% | $6,918-47.5% |