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 9-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 | $74,555 | $80,717-7.6% | $154,803-51.8% | $84,808-12.1% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 15.26% | 37.96%-22.7pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $862 | $2,761-68.8% | $4,305-80.0% | $2,631-67.2% |
| Participant deferral / active EE | $2,975 | $3,303-9.9% | $5,540-46.3% | $4,212-29.4% |
| Admin fee / account holder | $1,132 | $6,746-83.2% | $14,329-92.1% | $7,344-84.6% |