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 6-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 | $33,252 | $80,968-58.9% | $96,544-65.6% | $75,163-55.8% |
| Participation rate | 56.8% | 71.8%-14.9pp | 76.0%-19.1pp | 67.2%-10.4pp |
| Annual return | 32.29% | 27.06%+5.2pp | 25.84%+6.4pp | 160.62%-128.3pp |
| Employer contribution / active EE | $1,666 | $2,282-27.0% | $2,965-43.8% | $2,670-37.6% |
| Participant deferral / active EE | $4,253 | $3,928+8.3% | $4,851-12.3% | $4,125+3.1% |
| Admin fee / account holder | $1,236 | $6,724-81.6% | $8,252-85.0% | $5,651-78.1% |