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 | $77,219 | $60,022+28.7% | $88,946-13.2% | $84,808-8.9% |
| Participation rate | 25.5% | 57.8%-32.3pp | 68.8%-43.4pp | 68.3%-42.8pp |
| Annual return | 13.58% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $692 | $1,703-59.3% | $2,555-72.9% | $2,631-73.7% |
| Participant deferral / active EE | $1,751 | $3,114-43.8% | $4,581-61.8% | $4,212-58.4% |
| Admin fee / account holder | $1,238 | $4,811-74.3% | $8,261-85.0% | $7,344-83.1% |