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 3-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 | $53,342 | $74,927-28.8% | $101,794-47.6% | $84,808-37.1% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.2%-5.5pp | 68.3%-4.7pp |
| Annual return | 19.97% | 18.70%+1.3pp | 30.53%-10.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,025 | $1,522+33.0% | $2,289-11.5% | $2,631-23.0% |
| Participant deferral / active EE | $2,708 | $3,099-12.6% | $4,084-33.7% | $4,212-35.7% |
| Admin fee / account holder | $1,082 | $6,514-83.4% | $8,777-87.7% | $7,344-85.3% |