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 | $58,897 | $60,022-1.9% | $88,946-33.8% | $84,808-30.6% |
| Participation rate | 63.6% | 57.8%+5.8pp | 68.8%-5.2pp | 68.3%-4.7pp |
| Annual return | 15.31% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,209 | $1,703+29.7% | $2,555-13.6% | $2,631-16.1% |
| Participant deferral / active EE | $6,833 | $3,114+119.4% | $4,581+49.1% | $4,212+62.2% |
| Admin fee / account holder | $4,663 | $4,811-3.1% | $8,261-43.6% | $7,344-36.5% |