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 | $78,156 | $95,266-18.0% | $82,389-5.1% | $142,382-45.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 12.32% | 25.74%-13.4pp | 28.67%-16.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,009 | $2,991-66.3% | $2,517-59.9% | $4,299-76.5% |
| Participant deferral / active EE | $2,818 | $4,809-41.4% | $4,155-32.2% | $6,507-56.7% |
| Admin fee / account holder | $9,204 | $8,563+7.5% | $7,231+27.3% | $12,624-27.1% |