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 | $64,207 | $140,940-54.4% | $112,229-42.8% | $139,434-54.0% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 16.45% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,377 | $4,283-44.5% | $3,430-30.7% | $4,751-50.0% |
| Participant deferral / active EE | $4,485 | $5,874-23.6% | $4,798-6.5% | $6,710-33.2% |
| Admin fee / account holder | $718 | $9,954-92.8% | $7,748-90.7% | $11,403-93.7% |