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 | $67,190 | $86,286-22.1% | $111,297-39.6% | $85,850-21.7% |
| Participation rate | 60.7% | 73.3%-12.6pp | 77.3%-16.6pp | 69.3%-8.6pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,732 | $2,043+33.7% | $2,7310% | $2,565+6.5% |
| Participant deferral / active EE | $5,018 | $3,641+37.8% | $4,487+11.8% | $3,952+27.0% |
| Admin fee / account holder | $2,845 | $8,188-65.2% | $7,964-64.3% | $6,260-54.5% |