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 8-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 | $62,373 | $53,127+17.4% | $86,590-28.0% | $70,131-11.1% |
| Participation rate | 35.3% | 65.3%-30.0pp | 73.5%-38.3pp | 69.5%-34.2pp |
| Annual return | 15.17% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $462 | $2,068-77.7% | $2,839-83.7% | $2,342-80.3% |
| Participant deferral / active EE | $2,053 | $2,696-23.8% | $3,609-43.1% | $3,332-38.4% |
| Admin fee / account holder | $1,618 | $3,585-54.9% | $4,906-67.0% | $4,645-65.2% |