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 | $74,066 | $86,929-14.8% | $102,423-27.7% | $80,856-8.4% |
| Participation rate | 30.0% | 72.4%-42.4pp | 76.5%-46.5pp | 67.6%-37.6pp |
| Annual return | 14.27% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,463 | $2,369-38.3% | $3,023-51.6% | $2,755-46.9% |
| Participant deferral / active EE | $3,573 | $4,118-13.2% | $5,053-29.3% | $4,296-16.8% |
| Admin fee / account holder | $2,967 | $8,049-63.1% | $9,451-68.6% | $6,918-57.1% |