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 | $75,245 | $105,181-28.5% | $159,436-52.8% | $85,850-12.4% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.8%-18.1pp | 69.3%-4.6pp |
| Annual return | 13.09% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,843 | $3,318-44.4% | $4,829-61.8% | $2,565-28.1% |
| Participant deferral / active EE | $2,583 | $5,945-56.6% | $7,352-64.9% | $3,952-34.6% |
| Admin fee / account holder | $465 | $6,933-93.3% | $10,799-95.7% | $6,260-92.6% |