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 9-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 | $79,289 | $109,413-27.5% | $156,263-49.3% | $84,808-6.5% |
| Participation rate | 60.9% | 72.7%-11.8pp | 78.9%-18.0pp | 68.3%-7.4pp |
| Annual return | 19.01% | 20.18%-1.2pp | 59.47%-40.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,789 | $2,907-38.4% | $4,333-58.7% | $2,631-32.0% |
| Participant deferral / active EE | $3,853 | $4,590-16.0% | $6,158-37.4% | $4,212-8.5% |
| Admin fee / account holder | $799 | $9,357-91.5% | $14,255-94.4% | $7,344-89.1% |