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 | $76,230 | $127,065-40.0% | $113,168-32.6% | $142,382-46.5% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 17.85% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,874 | $3,442-45.5% | $2,975-37.0% | $4,299-56.4% |
| Participant deferral / active EE | $4,636 | $5,716-18.9% | $5,107-9.2% | $6,507-28.7% |
| Admin fee / account holder | $6,491 | $15,736-58.8% | $12,068-46.2% | $12,624-48.6% |