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 | $92,544 | $72,277+28.0% | $101,248-8.6% | $79,858+15.9% |
| Participation rate | 48.3% | 68.5%-20.1pp | 75.8%-27.5pp | 69.6%-21.3pp |
| Annual return | 14.29% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,651 | $2,692-38.7% | $3,660-54.9% | $2,471-33.2% |
| Participant deferral / active EE | $2,770 | $3,282-15.6% | $4,370-36.6% | $3,740-25.9% |
| Admin fee / account holder | $857 | $4,400-80.5% | $5,945-85.6% | $5,306-83.9% |