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 | $69,058 | $70,428-1.9% | $96,562-28.5% | $85,850-19.6% |
| Participation rate | 43.2% | 61.8%-18.6pp | 69.8%-26.6pp | 69.3%-26.1pp |
| Annual return | 15.53% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,527 | $1,413+8.1% | $2,356-35.2% | $2,565-40.5% |
| Participant deferral / active EE | $2,683 | $2,894-7.3% | $3,849-30.3% | $3,952-32.1% |
| Admin fee / account holder | $7,832 | $4,997+56.8% | $6,181+26.7% | $6,260+25.1% |