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 | $73,447 | $72,277+1.6% | $101,248-27.5% | $79,858-8.0% |
| Participation rate | 36.4% | 68.5%-32.1pp | 75.8%-39.4pp | 69.6%-33.3pp |
| Annual return | 10.97% | 22.30%-11.3pp | 46.47%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $738 | $2,692-72.6% | $3,660-79.8% | $2,471-70.2% |
| Participant deferral / active EE | $2,163 | $3,282-34.1% | $4,370-50.5% | $3,740-42.2% |
| Admin fee / account holder | $3,175 | $4,400-27.8% | $5,945-46.6% | $5,306-40.2% |