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 | $78,023 | $84,556-7.7% | $116,228-32.9% | $74,304+5.0% |
| Participation rate | 56.3% | 66.0%-9.7pp | 74.6%-18.3pp | 60.3%-4.1pp |
| Annual return | 16.20% | 18.35%-2.2pp | 90.06%-73.9pp | 29.43%-13.2pp |
| Employer contribution / active EE | $1,593 | $2,168-26.5% | $2,994-46.8% | $2,241-28.9% |
| Participant deferral / active EE | $3,232 | $3,814-15.3% | $4,953-34.8% | $3,767-14.2% |
| Admin fee / account holder | $5,887 | $3,792+55.2% | $11,989-50.9% | $2,969+98.3% |