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 | $84,734 | $110,257-23.1% | $96,544-12.2% | $139,434-39.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 13.38% | 26.32%-12.9pp | 25.84%-12.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $884 | $3,620-75.6% | $2,965-70.2% | $4,751-81.4% |
| Participant deferral / active EE | $3,446 | $5,548-37.9% | $4,851-29.0% | $6,710-48.6% |
| Admin fee / account holder | $5,524 | $11,591-52.3% | $8,252-33.1% | $11,403-51.6% |