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 9-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 | $82,754 | $76,367+8.4% | $93,606-11.6% | $72,985+13.4% |
| Participation rate | 61.9% | 71.7%-9.8pp | 75.8%-13.9pp | 69.5%-7.6pp |
| Annual return | 21.21% | 25.82%-4.6pp | 32.76%-11.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,613 | $3,538-26.1% | $4,069-35.8% | $3,607-27.6% |
| Admin fee / account holder | $4,368 | $6,838-36.1% | $7,888-44.6% | $5,124-14.8% |