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 | $65,534 | $74,927-12.5% | $101,794-35.6% | $84,808-22.7% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.2%-24.7pp | 68.3%-23.9pp |
| Annual return | 18.93% | 18.70%+0.2pp | 30.53%-11.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $857 | $1,522-43.7% | $2,289-62.6% | $2,631-67.4% |
| Participant deferral / active EE | $1,645 | $3,099-46.9% | $4,084-59.7% | $4,212-60.9% |
| Admin fee / account holder | $3,251 | $6,514-50.1% | $8,777-63.0% | $7,344-55.7% |