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 | $52,039 | $81,460-36.1% | $103,333-49.6% | $80,856-35.6% |
| Participation rate | 63.8% | 66.8%-3.0pp | 74.5%-10.7pp | 67.6%-3.8pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,152 | $3,105+1.5% | $3,868-18.5% | $2,755+14.4% |
| Participant deferral / active EE | $7,395 | $3,869+91.1% | $5,057+46.2% | $4,296+72.1% |
| Admin fee / account holder | $13,813 | $6,566+110.4% | $8,355+65.3% | $6,918+99.7% |