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 6-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 | $102,789 | $109,881-6.5% | $150,045-31.5% | $84,808+21.2% |
| Participation rate | 29.6% | 76.1%-46.5pp | 82.3%-52.7pp | 68.3%-38.7pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,491 | $3,561-58.1% | $4,693-68.2% | $2,631-43.3% |
| Participant deferral / active EE | $4,166 | $6,636-37.2% | $7,997-47.9% | $4,212-1.1% |
| Admin fee / account holder | $1,366 | $8,568-84.1% | $13,435-89.8% | $7,344-81.4% |