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 | $72,511 | $118,427-38.8% | $66,042+9.8% | $142,382-49.1% |
| Participation rate | 61.5% | 68.1%-6.6pp | 67.5%-6.0pp | 80.1%-18.6pp |
| Annual return | 10.64% | 35.57%-24.9pp | 52.11%-41.5pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,675 | $2,570-34.8% | $1,579+6.0% | $4,299-61.0% |
| Participant deferral / active EE | $5,812 | $4,311+34.8% | $2,835+105.0% | $6,507-10.7% |
| Admin fee / account holder | $12,599 | $9,593+31.3% | $5,747+119.2% | $12,624-0.2% |