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 6-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 | $72,167 | $127,065-43.2% | $113,168-36.2% | $142,382-49.3% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 18.85% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,321 | $3,442-32.6% | $2,975-22.0% | $4,299-46.0% |
| Participant deferral / active EE | $6,829 | $5,716+19.5% | $5,107+33.7% | $6,507+4.9% |
| Admin fee / account holder | $9,147 | $15,736-41.9% | $12,068-24.2% | $12,624-27.5% |