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 | $52,134 | $51,576+1.1% | $129,207-59.7% | $80,856-35.5% |
| Participation rate | 57.1% | 57.0%+0.2pp | 69.6%-12.5pp | 67.6%-10.5pp |
| Annual return | 24.01% | 20.81%+3.2pp | 9417.33%-9393.3pp | 35.59%-11.6pp |
| Employer contribution / active EE | $1,013 | $1,584-36.0% | $4,153-75.6% | $2,755-63.2% |
| Participant deferral / active EE | $3,562 | $2,669+33.5% | $4,168-14.5% | $4,296-17.1% |
| Admin fee / account holder | $4,098 | $4,305-4.8% | $7,715-46.9% | $6,918-40.8% |