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 | $57,814 | $65,561-11.8% | $86,188-32.9% | $75,163-23.1% |
| Participation rate | 31.0% | 60.5%-29.5pp | 69.0%-37.9pp | 67.2%-36.2pp |
| Annual return | 13.97% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $747 | $1,553-51.9% | $2,380-68.6% | $2,670-72.0% |
| Participant deferral / active EE | $2,624 | $3,024-13.2% | $3,985-34.1% | $4,125-36.4% |
| Admin fee / account holder | $2,222 | $5,474-59.4% | $6,852-67.6% | $5,651-60.7% |