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 | $75,234 | $71,050+5.9% | $93,606-19.6% | $80,856-7.0% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.6%-42.6pp |
| Annual return | 13.42% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,876 | $1,564+20.0% | $2,420-22.5% | $2,755-31.9% |
| Participant deferral / active EE | $3,995 | $4,034-0.9% | $4,411-9.4% | $4,296-7.0% |
| Admin fee / account holder | $2,060 | $6,945-70.3% | $8,285-75.1% | $6,918-70.2% |