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 | $95,070 | $228,332-58.4% | $185,823-48.8% | $158,922-40.2% |
| Participation rate | 30.8% | 82.3%-51.5pp | 78.0%-47.3pp | 82.0%-51.2pp |
| Annual return | 18.58% | 40.80%-22.2pp | 35.95%-17.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $753 | $4,967-84.8% | $4,087-81.6% | $4,761-84.2% |
| Participant deferral / active EE | $4,760 | $6,415-25.8% | $5,632-15.5% | $5,982-20.4% |
| Admin fee / account holder | $1,211 | $11,864-89.8% | $9,500-87.3% | $11,246-89.2% |