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 | $78,265 | $109,881-28.8% | $150,045-47.8% | $84,808-7.7% |
| Participation rate | 41.4% | 76.1%-34.7pp | 82.3%-40.9pp | 68.3%-26.9pp |
| Annual return | 18.24% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,069 | $3,561-70.0% | $4,693-77.2% | $2,631-59.4% |
| Participant deferral / active EE | $4,405 | $6,636-33.6% | $7,997-44.9% | $4,212+4.6% |
| Admin fee / account holder | $1,634 | $8,568-80.9% | $13,435-87.8% | $7,344-77.8% |