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 | $76,181 | $68,719+10.9% | $91,541-16.8% | $84,808-10.2% |
| Participation rate | 26.7% | 64.5%-37.8pp | 69.8%-43.0pp | 68.3%-41.6pp |
| Annual return | 13.55% | 19.12%-5.6pp | 20.50%-7.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $850 | $1,920-55.7% | $2,505-66.0% | $2,631-67.7% |
| Participant deferral / active EE | $1,287 | $3,136-59.0% | $4,008-67.9% | $4,212-69.4% |
| Admin fee / account holder | $3,124 | $5,786-46.0% | $6,956-55.1% | $7,344-57.5% |