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 | $73,044 | $104,974-30.4% | $95,585-23.6% | $142,382-48.7% |
| Participation rate | 45.8% | 75.0%-29.1pp | 72.1%-26.2pp | 80.1%-34.3pp |
| Annual return | 14.21% | 210.33%-196.1pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $897 | $2,779-67.7% | $2,527-64.5% | $4,299-79.1% |
| Participant deferral / active EE | $3,643 | $4,352-16.3% | $4,023-9.4% | $6,507-44.0% |
| Admin fee / account holder | $2,908 | $6,386-54.5% | $6,127-52.5% | $12,624-77.0% |