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 9-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 | $78,222 | $110,261-29.1% | $95,745-18.3% | $139,434-43.9% |
| Participation rate | 42.9% | 75.8%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 13.92% | 27.11%-13.2pp | 28.35%-14.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,177 | $3,257-63.9% | $2,835-58.5% | $4,751-75.2% |
| Participant deferral / active EE | $1,945 | $4,676-58.4% | $4,245-54.2% | $6,710-71.0% |
| Admin fee / account holder | $992 | $6,613-85.0% | $5,678-82.5% | $11,403-91.3% |