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 | $63,643 | $127,065-49.9% | $113,168-43.8% | $142,382-55.3% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 16.35% | 24.03%-7.7pp | 24.27%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,751 | $3,442-49.1% | $2,975-41.2% | $4,299-59.3% |
| Participant deferral / active EE | $4,417 | $5,716-22.7% | $5,107-13.5% | $6,507-32.1% |
| Admin fee / account holder | $53,832 | $15,736+242.1% | $12,068+346.1% | $12,624+326.4% |