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 | $93,576 | $64,121+45.9% | $78,805+18.7% | $116,875-19.9% |
| Participation rate | 58.6% | 71.0%-12.3pp | 73.6%-14.9pp | 74.5%-15.9pp |
| Annual return | 19.44% | 16.32%+3.1pp | -2.71%+22.1pp | 16.29%+3.1pp |
| Employer contribution / active EE | $2,215 | $2,257-1.9% | $4,059-45.4% | $3,288-32.6% |
| Participant deferral / active EE | $6,167 | $2,757+123.7% | $3,584+72.1% | $3,885+58.8% |
| Admin fee / account holder | $1,933 | $5,745-66.3% | $5,677-65.9% | $12,263-84.2% |