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 4-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 | $83,897 | $117,983-28.9% | $101,794-17.6% | $142,382-41.1% |
| Participation rate | 35.3% | 74.2%-38.9pp | 69.2%-33.9pp | 80.1%-44.8pp |
| Annual return | 15.79% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $698 | $2,773-74.8% | $2,289-69.5% | $4,299-83.8% |
| Participant deferral / active EE | $2,324 | $4,714-50.7% | $4,084-43.1% | $6,507-64.3% |
| Admin fee / account holder | $6,173 | $10,433-40.8% | $8,777-29.7% | $12,624-51.1% |