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 | $123,151 | $117,983+4.4% | $101,794+21.0% | $142,382-13.5% |
| Participation rate | 36.4% | 74.2%-37.9pp | 69.2%-32.8pp | 80.1%-43.8pp |
| Annual return | 14.36% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $593 | $2,773-78.6% | $2,289-74.1% | $4,299-86.2% |
| Participant deferral / active EE | $2,169 | $4,714-54.0% | $4,084-46.9% | $6,507-66.7% |
| Admin fee / account holder | $1,390 | $10,433-86.7% | $8,777-84.2% | $12,624-89.0% |