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 6-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 | $36,704 | $159,901-77.0% | $146,958-75.0% | $145,922-74.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 22.76% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $1,289 | $5,286-75.6% | $4,933-73.9% | $4,660-72.3% |
| Participant deferral / active EE | $2,682 | $8,428-68.2% | $8,070-66.8% | $6,688-59.9% |
| Admin fee / account holder | $7,705 | $15,044-48.8% | $12,998-40.7% | $13,397-42.5% |