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 | $76,937 | $89,753-14.3% | $107,525-28.4% | $84,808-9.3% |
| Participation rate | 35.8% | 68.1%-32.2pp | 75.1%-39.2pp | 68.3%-32.5pp |
| Annual return | 15.69% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $889 | $3,113-71.5% | $3,754-76.3% | $2,631-66.2% |
| Participant deferral / active EE | $2,702 | $4,056-33.4% | $5,116-47.2% | $4,212-35.8% |
| Admin fee / account holder | $3,455 | $7,222-52.2% | $8,919-61.3% | $7,344-53.0% |