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 | $75,584 | $95,266-20.7% | $82,389-8.3% | $142,382-46.9% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.5%-44.5pp | 80.1%-55.1pp |
| Annual return | 13.79% | 25.74%-11.9pp | 28.67%-14.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $981 | $2,991-67.2% | $2,517-61.0% | $4,299-77.2% |
| Participant deferral / active EE | $2,775 | $4,809-42.3% | $4,155-33.2% | $6,507-57.4% |
| Admin fee / account holder | $1,163 | $8,563-86.4% | $7,231-83.9% | $12,624-90.8% |