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 4-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 | $86,217 | $111,754-22.9% | $103,333-16.6% | $145,922-40.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 17.87% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $922 | $4,212-78.1% | $3,868-76.2% | $4,660-80.2% |
| Participant deferral / active EE | $4,875 | $5,619-13.2% | $5,057-3.6% | $6,688-27.1% |
| Admin fee / account holder | $607 | $9,750-93.8% | $8,355-92.7% | $13,397-95.5% |