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 | $37,391 | $106,515-64.9% | $96,683-61.3% | $139,434-73.2% |
| Participation rate | 53.3% | 77.8%-24.5pp | 74.3%-21.0pp | 80.3%-27.0pp |
| Annual return | 25.45% | 38.43%-13.0pp | 35.69%-10.2pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,498 | $4,103-63.5% | $3,737-59.9% | $4,751-68.5% |
| Participant deferral / active EE | $2,541 | $5,454-53.4% | $4,878-47.9% | $6,710-62.1% |
| Admin fee / account holder | $3,008 | $7,877-61.8% | $6,730-55.3% | $11,403-73.6% |