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 | $36,992 | $109,413-66.2% | $156,263-76.3% | $84,808-56.4% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 34.46% | 20.18%+14.3pp | 59.47%-25.0pp | 40.90%-6.4pp |
| Employer contribution / active EE | $1,736 | $2,907-40.3% | $4,333-59.9% | $2,631-34.0% |
| Participant deferral / active EE | $4,976 | $4,590+8.4% | $6,158-19.2% | $4,212+18.1% |
| Admin fee / account holder | $6,965 | $9,357-25.6% | $14,255-51.1% | $7,344-5.2% |