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 | $73,662 | $111,754-34.1% | $103,333-28.7% | $145,922-49.5% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $972 | $4,212-76.9% | $3,868-74.9% | $4,660-79.1% |
| Participant deferral / active EE | $1,731 | $5,619-69.2% | $5,057-65.8% | $6,688-74.1% |
| Admin fee / account holder | $661 | $9,750-93.2% | $8,355-92.1% | $13,397-95.1% |