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 | $77,156 | $77,503-0.4% | $100,391-23.1% | $80,856-4.6% |
| Participation rate | 66.7% | 76.9%-10.3pp | 81.5%-14.8pp | 67.6%-1.0pp |
| Annual return | 17.70% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,274 | $2,801-54.5% | $3,942-67.7% | $2,755-53.7% |
| Participant deferral / active EE | $9,167 | $6,820+34.4% | $8,082+13.4% | $4,296+113.4% |
| Admin fee / account holder | $1,110 | $5,897-81.2% | $7,899-85.9% | $6,918-84.0% |