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 | $84,633 | $73,933+14.5% | $96,683-12.5% | $75,163+12.6% |
| Participation rate | 36.7% | 66.4%-29.8pp | 74.3%-37.7pp | 67.2%-30.5pp |
| Annual return | 15.59% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $938 | $2,928-68.0% | $3,737-74.9% | $2,670-64.9% |
| Participant deferral / active EE | $1,532 | $3,659-58.1% | $4,878-68.6% | $4,125-62.9% |
| Admin fee / account holder | $2,548 | $5,216-51.1% | $6,730-62.1% | $5,651-54.9% |