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 | $67,692 | $95,803-29.3% | $113,168-40.2% | $84,808-20.2% |
| Participation rate | 44.6% | 72.9%-28.3pp | 76.6%-32.0pp | 68.3%-23.7pp |
| Annual return | 16.01% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,712 | $2,360+14.9% | $2,975-8.9% | $2,631+3.1% |
| Participant deferral / active EE | $3,421 | $4,242-19.4% | $5,107-33.0% | $4,212-18.8% |
| Admin fee / account holder | $9,613 | $8,989+6.9% | $12,068-20.3% | $7,344+30.9% |