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 | $40,855 | $159,602-74.4% | $150,045-72.8% | $142,382-71.3% |
| Participation rate | 52.2% | 84.0%-31.8pp | 82.3%-30.1pp | 80.1%-27.9pp |
| Annual return | 22.45% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,061 | $4,961-58.4% | $4,693-56.1% | $4,299-52.1% |
| Participant deferral / active EE | $4,876 | $8,310-41.3% | $7,997-39.0% | $6,507-25.1% |
| Admin fee / account holder | $1,639 | $14,846-89.0% | $13,435-87.8% | $12,624-87.0% |