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 | $62,218 | $117,983-47.3% | $101,794-38.9% | $142,382-56.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.2%-29.2pp | 80.1%-40.1pp |
| Annual return | 14.52% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $932 | $2,773-66.4% | $2,289-59.3% | $4,299-78.3% |
| Participant deferral / active EE | $2,329 | $4,714-50.6% | $4,084-43.0% | $6,507-64.2% |
| Admin fee / account holder | $1,430 | $10,433-86.3% | $8,777-83.7% | $12,624-88.7% |