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 | $71,572 | $106,515-32.8% | $96,683-26.0% | $139,434-48.7% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 20.76% | 38.43%-17.7pp | 35.69%-14.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,592 | $4,103-61.2% | $3,737-57.4% | $4,751-66.5% |
| Participant deferral / active EE | $4,737 | $5,454-13.1% | $4,878-2.9% | $6,710-29.4% |
| Admin fee / account holder | $1,447 | $7,877-81.6% | $6,730-78.5% | $11,403-87.3% |