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 7-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 | $100,627 | $138,562-27.4% | $246,525-59.2% | $116,875-13.9% |
| Participation rate | 48.3% | 72.8%-24.5pp | 82.0%-33.7pp | 74.5%-26.3pp |
| Annual return | 19.13% | 16.14%+3.0pp | 0.46%+18.7pp | 16.29%+2.8pp |
| Employer contribution / active EE | $1,661 | $4,835-65.6% | $7,467-77.8% | $3,288-49.5% |
| Participant deferral / active EE | $4,420 | $4,207+5.1% | $5,422-18.5% | $3,885+13.8% |
| Admin fee / account holder | $9,610 | $18,110-46.9% | $16,551-41.9% | $12,263-21.6% |