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 | $95,764 | $109,881-12.8% | $150,045-36.2% | $84,808+12.9% |
| Participation rate | 63.4% | 76.1%-12.7pp | 82.3%-18.9pp | 68.3%-4.9pp |
| Annual return | 18.13% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,309 | $6,636+25.2% | $7,997+3.9% | $4,212+97.3% |
| Admin fee / account holder | $1,836 | $8,568-78.6% | $13,435-86.3% | $7,344-75.0% |