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 | $79,298 | $177,572-55.3% | $154,803-48.8% | $142,382-44.3% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.1%-25.9pp | 80.1%-27.9pp |
| Annual return | 20.79% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,161 | $4,810-55.1% | $4,305-49.8% | $4,299-49.7% |
| Participant deferral / active EE | $4,686 | $6,272-25.3% | $5,540-15.4% | $6,507-28.0% |
| Admin fee / account holder | $347 | $16,786-97.9% | $14,329-97.6% | $12,624-97.3% |