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 | $76,244 | $95,416-20.1% | $185,823-59.0% | $85,850-11.2% |
| Participation rate | 37.9% | 68.8%-30.9pp | 81.7%-43.8pp | 69.3%-31.4pp |
| Annual return | 16.29% | 23.59%-7.3pp | 122.05%-105.8pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,155 | $3,314-35.0% | $5,167-58.3% | $2,565-16.0% |
| Participant deferral / active EE | $3,803 | $3,423+11.1% | $5,568-31.7% | $3,952-3.8% |
| Admin fee / account holder | $1,042 | $7,213-85.5% | $16,237-93.6% | $6,260-83.3% |