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 | $92,715 | $117,983-21.4% | $101,794-8.9% | $142,382-34.9% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.2%-22.1pp | 80.1%-33.1pp |
| Annual return | 12.15% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,233 | $2,773-55.5% | $2,289-46.1% | $4,299-71.3% |
| Participant deferral / active EE | $1,446 | $4,714-69.3% | $4,084-64.6% | $6,507-77.8% |
| Admin fee / account holder | $4,711 | $10,433-54.8% | $8,777-46.3% | $12,624-62.7% |