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 | $69,571 | $177,572-60.8% | $154,803-55.1% | $142,382-51.1% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.1%-23.5pp | 80.1%-25.6pp |
| Annual return | 16.99% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,425 | $4,810-70.4% | $4,305-66.9% | $4,299-66.9% |
| Participant deferral / active EE | $3,249 | $6,272-48.2% | $5,540-41.4% | $6,507-50.1% |
| Admin fee / account holder | $1,072 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |