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 | $74,173 | $106,515-30.4% | $96,683-23.3% | $139,434-46.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 20.70% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,372 | $4,103-17.8% | $3,737-9.7% | $4,751-29.0% |
| Participant deferral / active EE | $7,102 | $5,454+30.2% | $4,878+45.6% | $6,710+5.8% |
| Admin fee / account holder | $8,079 | $7,877+2.6% | $6,730+20.1% | $11,403-29.1% |