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 4-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 | $62,458 | $109,881-43.2% | $150,045-58.4% | $84,808-26.4% |
| Participation rate | 58.6% | 76.1%-17.5pp | 82.3%-23.7pp | 68.3%-9.7pp |
| Annual return | 20.07% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,356 | $3,561-5.8% | $4,693-28.5% | $2,631+27.5% |
| Participant deferral / active EE | $6,242 | $6,636-5.9% | $7,997-22.0% | $4,212+48.2% |
| Admin fee / account holder | $1,695 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |