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 9-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 | $77,012 | $78,422-1.8% | $95,952-19.7% | $79,858-3.6% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 16.46% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,045 | $1,945-46.3% | $2,541-58.9% | $2,471-57.7% |
| Participant deferral / active EE | $5,153 | $3,440+49.8% | $4,167+23.7% | $3,740+37.8% |
| Admin fee / account holder | $4,094 | $5,622-27.2% | $6,795-39.8% | $5,306-22.8% |