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 7-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 | $73,758 | $81,460-9.5% | $103,333-28.6% | $80,856-8.8% |
| Participation rate | 23.4% | 66.8%-43.4pp | 74.5%-51.1pp | 67.6%-44.2pp |
| Annual return | 20.66% | 25.55%-4.9pp | 24.88%-4.2pp | 35.59%-14.9pp |
| Employer contribution / active EE | $869 | $3,105-72.0% | $3,868-77.5% | $2,755-68.5% |
| Participant deferral / active EE | $2,320 | $3,869-40.0% | $5,057-54.1% | $4,296-46.0% |
| Admin fee / account holder | $3,846 | $6,566-41.4% | $8,355-54.0% | $6,918-44.4% |