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 | $59,652 | $72,277-17.5% | $101,248-41.1% | $79,858-25.3% |
| Participation rate | 65.4% | 68.5%-3.1pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | 16.31% | 22.30%-6.0pp | 46.47%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,388 | $2,692-48.4% | $3,660-62.1% | $2,471-43.8% |
| Participant deferral / active EE | $2,395 | $3,282-27.0% | $4,370-45.2% | $3,740-36.0% |
| Admin fee / account holder | $2,883 | $4,400-34.5% | $5,945-51.5% | $5,306-45.7% |