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 | $68,322 | $101,317-32.6% | $146,958-53.5% | $74,495-8.3% |
| Participation rate | 63.9% | 75.5%-11.6pp | 82.2%-18.2pp | 67.2%-3.3pp |
| Annual return | 18.02% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,882 | $3,810-50.6% | $4,933-61.9% | $2,623-28.3% |
| Participant deferral / active EE | $3,181 | $7,303-56.4% | $8,070-60.6% | $4,346-26.8% |
| Admin fee / account holder | $2,033 | $1,739+16.9% | $12,998-84.4% | $1,942+4.7% |