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 | $70,578 | $74,927-5.8% | $101,794-30.7% | $84,808-16.8% |
| Participation rate | 44.3% | 61.4%-17.1pp | 69.2%-24.9pp | 68.3%-24.0pp |
| Annual return | 15.68% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,697 | $1,522+11.5% | $2,289-25.9% | $2,631-35.5% |
| Participant deferral / active EE | $2,810 | $3,099-9.3% | $4,084-31.2% | $4,212-33.3% |
| Admin fee / account holder | $7,147 | $6,514+9.7% | $8,777-18.6% | $7,344-2.7% |