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 | $53,799 | $116,175-53.7% | $93,606-42.5% | $152,861-64.8% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 18.56% | 35.96%-17.4pp | 32.76%-14.2pp | 345.32%-326.8pp |
| Employer contribution / active EE | $671 | $3,218-79.2% | $2,718-75.3% | $4,762-85.9% |
| Participant deferral / active EE | $2,344 | $4,603-49.1% | $4,069-42.4% | $5,850-59.9% |
| Admin fee / account holder | $4,016 | $10,748-62.6% | $7,888-49.1% | $11,596-65.4% |