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 4-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 | $85,594 | $133,922-36.1% | $116,228-26.4% | $142,382-39.9% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 14.49% | 147.76%-133.3pp | 90.06%-75.6pp | 217.08%-202.6pp |
| Employer contribution / active EE | $955 | $3,446-72.3% | $2,994-68.1% | $4,299-77.8% |
| Participant deferral / active EE | $6,670 | $5,672+17.6% | $4,953+34.7% | $6,507+2.5% |
| Admin fee / account holder | $1,092 | $14,945-92.7% | $11,989-90.9% | $12,624-91.4% |