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 | $75,087 | $109,881-31.7% | $150,045-50.0% | $84,808-11.5% |
| Participation rate | 64.0% | 76.1%-12.1pp | 82.3%-18.3pp | 68.3%-4.3pp |
| Annual return | 33.93% | 28.25%+5.7pp | 62.55%-28.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $1,024 | $3,561-71.3% | $4,693-78.2% | $2,631-61.1% |
| Participant deferral / active EE | $6,611 | $6,636-0.4% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $1,303 | $8,568-84.8% | $13,435-90.3% | $7,344-82.3% |