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 | $72,657 | $112,881-35.6% | $90,951-20.1% | $158,922-54.3% |
| Participation rate | 31.6% | 74.7%-43.2pp | 69.0%-37.4pp | 82.0%-50.4pp |
| Annual return | 17.90% | 215.79%-197.9pp | 134.60%-116.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,360 | $2,893-53.0% | $2,122-35.9% | $4,761-71.4% |
| Participant deferral / active EE | $2,814 | $4,128-31.8% | $3,373-16.6% | $5,982-53.0% |
| Admin fee / account holder | $8,390 | $8,041+4.3% | $5,959+40.8% | $11,246-25.4% |