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 | $62,334 | $57,016+9.3% | $84,966-26.6% | $80,856-22.9% |
| Participation rate | 47.3% | 56.3%-9.1pp | 67.5%-20.2pp | 67.6%-20.4pp |
| Annual return | 15.71% | 21.66%-5.9pp | 66.38%-50.7pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,646 | $1,798-8.4% | $2,727-39.6% | $2,755-40.2% |
| Participant deferral / active EE | $3,721 | $3,110+19.7% | $4,519-17.7% | $4,296-13.4% |
| Admin fee / account holder | $10,563 | $4,980+112.1% | $6,149+71.8% | $6,918+52.7% |