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 | $49,698 | $100,773-50.7% | $88,946-44.1% | $142,382-65.1% |
| Participation rate | 43.5% | 74.3%-30.8pp | 68.8%-25.4pp | 80.1%-36.6pp |
| Annual return | 15.08% | 70.18%-55.1pp | 57.82%-42.7pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,373 | $2,918-52.9% | $2,555-46.2% | $4,299-68.1% |
| Participant deferral / active EE | $3,568 | $5,230-31.8% | $4,581-22.1% | $6,507-45.2% |
| Admin fee / account holder | $5,154 | $9,693-46.8% | $8,261-37.6% | $12,624-59.2% |