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 | $62,681 | $81,460-23.1% | $103,333-39.3% | $80,856-22.5% |
| Participation rate | 63.3% | 66.8%-3.5pp | 74.5%-11.2pp | 67.6%-4.3pp |
| Annual return | 11.49% | 25.55%-14.1pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,270 | $3,105-26.9% | $3,868-41.3% | $2,755-17.6% |
| Participant deferral / active EE | $3,485 | $3,869-9.9% | $5,057-31.1% | $4,296-18.9% |
| Admin fee / account holder | $2,650 | $6,566-59.6% | $8,355-68.3% | $6,918-61.7% |