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 | $93,003 | $214,378-56.6% | $200,582-53.6% | $142,382-34.7% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 39.06% | 46.41%-7.3pp | 42.33%-3.3pp | 217.08%-178.0pp |
| Employer contribution / active EE | $2,264 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $4,640 | $9,865-53.0% | $9,331-50.3% | $6,507-28.7% |
| Admin fee / account holder | $2,228 | $17,692-87.4% | $16,305-86.3% | $12,624-82.4% |