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 | $22,852 | $93,170-75.5% | $100,534-77.3% | $84,808-73.1% |
| Participation rate | 67.2% | 75.8%-8.7pp | 80.6%-13.4pp | 68.3%-1.1pp |
| Annual return | 24.68% | 47.13%-22.4pp | 32.66%-8.0pp | 40.90%-16.2pp |
| Employer contribution / active EE | $3,629 | $3,985-8.9% | $4,346-16.5% | $2,631+37.9% |
| Participant deferral / active EE | $6,456 | $5,699+13.3% | $6,144+5.1% | $4,212+53.3% |
| Admin fee / account holder | $7,613 | $7,382+3.1% | $7,654-0.5% | $7,344+3.7% |