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 4-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 | $113,177 | $80,717+40.2% | $154,803-26.9% | $84,808+33.5% |
| Participation rate | 41.9% | 66.8%-24.9pp | 78.1%-36.1pp | 68.3%-26.4pp |
| Annual return | 15.74% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,475 | $2,761-46.6% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $3,885 | $3,303+17.6% | $5,540-29.9% | $4,212-7.7% |
| Admin fee / account holder | $2,700 | $6,746-60.0% | $14,329-81.2% | $7,344-63.2% |