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 | $67,463 | $190,805-64.6% | $159,960-57.8% | $134,475-49.8% |
| Participation rate | 30.0% | 81.9%-51.9pp | 78.0%-48.0pp | 81.2%-51.2pp |
| Annual return | -17.49% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,107 | $4,995-57.8% | $4,226-50.1% | $4,740-55.5% |
| Participant deferral / active EE | $4,531 | $6,923-34.6% | $6,182-26.7% | $6,400-29.2% |
| Admin fee / account holder | $785 | $10,471-92.5% | $8,698-91.0% | $11,426-93.1% |