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 | $134,803 | $177,572-24.1% | $154,803-12.9% | $142,382-5.3% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 15.52% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,112 | $4,810-76.9% | $4,305-74.2% | $4,299-74.1% |
| Participant deferral / active EE | $4,439 | $6,272-29.2% | $5,540-19.9% | $6,507-31.8% |
| Admin fee / account holder | $5,460 | $16,786-67.5% | $14,329-61.9% | $12,624-56.7% |