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 7-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 | $82,831 | $94,625-12.5% | $116,228-28.7% | $84,808-2.3% |
| Participation rate | 31.2% | 70.4%-39.3pp | 74.6%-43.4pp | 68.3%-37.1pp |
| Annual return | 16.92% | 20.40%-3.5pp | 90.06%-73.1pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,487 | $2,347-36.6% | $2,994-50.3% | $2,631-43.5% |
| Participant deferral / active EE | $2,344 | $3,972-41.0% | $4,953-52.7% | $4,212-44.3% |
| Admin fee / account holder | $1,580 | $10,091-84.3% | $11,989-86.8% | $7,344-78.5% |