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 3-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 | $33,648 | $106,584-68.4% | $101,326-66.8% | $142,382-76.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 21.63% | 36.93%-15.3pp | 36.82%-15.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $849 | $3,956-78.5% | $3,665-76.8% | $4,299-80.3% |
| Participant deferral / active EE | $8,045 | $8,297-3.0% | $7,994+0.6% | $6,507+23.6% |
| Admin fee / account holder | $8,069 | $11,446-29.5% | $11,185-27.9% | $12,624-36.1% |