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 7-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 | $84,944 | $109,413-22.4% | $156,263-45.6% | $84,808+0.2% |
| Participation rate | 53.0% | 72.7%-19.7pp | 78.9%-25.9pp | 68.3%-15.3pp |
| Annual return | 12.83% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $897 | $2,907-69.1% | $4,333-79.3% | $2,631-65.9% |
| Participant deferral / active EE | $2,983 | $4,590-35.0% | $6,158-51.6% | $4,212-29.2% |
| Admin fee / account holder | $2,129 | $9,357-77.2% | $14,255-85.1% | $7,344-71.0% |