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 | $64,440 | $68,719-6.2% | $91,541-29.6% | $84,808-24.0% |
| Participation rate | 35.3% | 64.5%-29.2pp | 69.8%-34.5pp | 68.3%-33.0pp |
| Annual return | 17.22% | 19.12%-1.9pp | 20.50%-3.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $972 | $1,920-49.4% | $2,505-61.2% | $2,631-63.1% |
| Participant deferral / active EE | $2,780 | $3,136-11.4% | $4,008-30.6% | $4,212-34.0% |
| Admin fee / account holder | $3,286 | $5,786-43.2% | $6,956-52.8% | $7,344-55.2% |