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 | $53,615 | $176,377-69.6% | $134,143-60.0% | $158,922-66.3% |
| Participation rate | 57.9% | 78.7%-20.8pp | 72.2%-14.3pp | 82.0%-24.1pp |
| Annual return | 15.70% | 63.63%-47.9pp | 36.33%-20.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,551 | $5,040-69.2% | $3,704-58.1% | $4,761-67.4% |
| Participant deferral / active EE | $4,011 | $4,091-2.0% | $3,499+14.6% | $5,982-33.0% |
| Admin fee / account holder | $1,908 | $8,718-78.1% | $6,684-71.5% | $11,246-83.0% |