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 | $82,048 | $80,717+1.6% | $154,803-47.0% | $84,808-3.3% |
| Participation rate | 63.6% | 66.8%-3.2pp | 78.1%-14.4pp | 68.3%-4.7pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $859 | $2,761-68.9% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,867 | $3,303-43.5% | $5,540-66.3% | $4,212-55.7% |
| Admin fee / account holder | $328 | $6,746-95.1% | $14,329-97.7% | $7,344-95.5% |