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 | $74,477 | $127,065-41.4% | $113,168-34.2% | $142,382-47.7% |
| Participation rate | 56.5% | 79.2%-22.7pp | 76.6%-20.0pp | 80.1%-23.6pp |
| Annual return | 13.02% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,713 | $3,442+7.9% | $2,975+24.8% | $4,299-13.6% |
| Participant deferral / active EE | $3,382 | $5,716-40.8% | $5,107-33.8% | $6,507-48.0% |
| Admin fee / account holder | $6,492 | $15,736-58.7% | $12,068-46.2% | $12,624-48.6% |