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 6-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 | $80,852 | $81,460-0.7% | $103,333-21.8% | $80,8560% |
| Participation rate | 46.4% | 66.8%-20.4pp | 74.5%-28.1pp | 67.6%-21.2pp |
| Annual return | 14.72% | 25.55%-10.8pp | 24.88%-10.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $901 | $3,105-71.0% | $3,868-76.7% | $2,755-67.3% |
| Participant deferral / active EE | $2,654 | $3,869-31.4% | $5,057-47.5% | $4,296-38.2% |
| Admin fee / account holder | $443 | $6,566-93.3% | $8,355-94.7% | $6,918-93.6% |