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 | $65,544 | $89,753-27.0% | $107,525-39.0% | $84,808-22.7% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.5pp |
| Annual return | 18.10% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,527 | $3,113-18.8% | $3,754-32.7% | $2,631-3.9% |
| Participant deferral / active EE | $6,334 | $4,056+56.1% | $5,116+23.8% | $4,212+50.4% |
| Admin fee / account holder | $8,975 | $7,222+24.3% | $8,919+0.6% | $7,344+22.2% |