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 | $70,604 | $86,286-18.2% | $111,297-36.6% | $85,850-17.8% |
| Participation rate | 67.3% | 73.3%-6.0pp | 77.3%-10.0pp | 69.3%-2.0pp |
| Annual return | 15.11% | 19.99%-4.9pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,775 | $2,043-13.1% | $2,731-35.0% | $2,565-30.8% |
| Participant deferral / active EE | $3,190 | $3,641-12.4% | $4,487-28.9% | $3,952-19.3% |
| Admin fee / account holder | $442 | $8,188-94.6% | $7,964-94.4% | $6,260-92.9% |