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 | $91,663 | $157,256-41.7% | $141,162-35.1% | $152,861-40.0% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 17.45% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $978 | $5,261-81.4% | $4,735-79.4% | $4,762-79.5% |
| Participant deferral / active EE | $8,311 | $7,109+16.9% | $6,709+23.9% | $5,850+42.1% |
| Admin fee / account holder | $1,885 | $12,120-84.4% | $10,261-81.6% | $11,596-83.7% |