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 | $76,530 | $124,281-38.4% | $109,143-29.9% | $167,490-54.3% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 17.60% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,037 | $4,207-51.6% | $3,722-45.3% | $4,837-57.9% |
| Participant deferral / active EE | $7,692 | $5,255+46.4% | $4,653+65.3% | $6,341+21.3% |
| Admin fee / account holder | $857 | $7,970-89.2% | $6,752-87.3% | $12,309-93.0% |