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 7-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 | $77,856 | $117,381-33.7% | $99,443-21.7% | $152,861-49.1% |
| Participation rate | 55.6% | 77.5%-22.0pp | 73.8%-18.3pp | 82.4%-26.9pp |
| Annual return | 26.55% | 31.87%-5.3pp | 30.72%-4.2pp | 345.32%-318.8pp |
| Employer contribution / active EE | $903 | $3,013-70.0% | $2,540-64.5% | $4,762-81.0% |
| Participant deferral / active EE | $1,804 | $4,086-55.9% | $3,619-50.2% | $5,850-69.2% |
| Admin fee / account holder | $322 | $7,631-95.8% | $6,250-94.9% | $11,596-97.2% |