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 | $61,675 | $109,881-43.9% | $150,045-58.9% | $84,808-27.3% |
| Participation rate | 62.7% | 76.1%-13.4pp | 82.3%-19.7pp | 68.3%-5.6pp |
| Annual return | 19.26% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $2,488 | $3,561-30.1% | $4,693-47.0% | $2,631-5.4% |
| Participant deferral / active EE | $5,102 | $6,636-23.1% | $7,997-36.2% | $4,212+21.1% |
| Admin fee / account holder | $2,458 | $8,568-71.3% | $13,435-81.7% | $7,344-66.5% |