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 | $63,252 | $93,571-32.4% | $135,903-53.5% | $75,163-15.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 81.9%-61.9pp | 67.2%-47.2pp |
| Annual return | 25.15% | 30.90%-5.8pp | 68.23%-43.1pp | 160.62%-135.5pp |
| Employer contribution / active EE | $3,058 | $3,537-13.5% | $4,856-37.0% | $2,670+14.5% |
| Participant deferral / active EE | $9,245 | $6,404+44.4% | $7,758+19.2% | $4,125+124.1% |
| Admin fee / account holder | $4,605 | $6,975-34.0% | $10,762-57.2% | $5,651-18.5% |