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 | $67,744 | $60,022+12.9% | $88,946-23.8% | $84,808-20.1% |
| Participation rate | 22.7% | 57.8%-35.1pp | 68.8%-46.1pp | 68.3%-45.6pp |
| Annual return | 16.96% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $822 | $1,703-51.7% | $2,555-67.8% | $2,631-68.8% |
| Participant deferral / active EE | $1,643 | $3,114-47.2% | $4,581-64.1% | $4,212-61.0% |
| Admin fee / account holder | $1,388 | $4,811-71.1% | $8,261-83.2% | $7,344-81.1% |