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 | $65,736 | $89,753-26.8% | $107,525-38.9% | $84,808-22.5% |
| Participation rate | 37.0% | 68.1%-31.0pp | 75.1%-38.0pp | 68.3%-31.3pp |
| Annual return | 19.82% | 29.48%-9.7pp | 181.32%-161.5pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,126 | $3,113-63.8% | $3,754-70.0% | $2,631-57.2% |
| Participant deferral / active EE | $2,617 | $4,056-35.5% | $5,116-48.8% | $4,212-37.9% |
| Admin fee / account holder | $4,048 | $7,222-43.9% | $8,919-54.6% | $7,344-44.9% |