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 | $113,477 | $177,572-36.1% | $154,803-26.7% | $142,382-20.3% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 13.73% | 65.07%-51.3pp | 58.88%-45.2pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,167 | $4,810-75.7% | $4,305-72.9% | $4,299-72.9% |
| Participant deferral / active EE | $1,875 | $6,272-70.1% | $5,540-66.2% | $6,507-71.2% |
| Admin fee / account holder | $698 | $16,786-95.8% | $14,329-95.1% | $12,624-94.5% |