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 9-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 | $71,961 | $175,202-58.9% | $149,673-51.9% | $139,434-48.4% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 21.26% | 166.71%-145.4pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,345 | $5,474-75.4% | $4,818-72.1% | $4,751-71.7% |
| Participant deferral / active EE | $3,832 | $6,519-41.2% | $5,680-32.5% | $6,710-42.9% |
| Admin fee / account holder | $14,000 | $16,150-13.3% | $13,210+6.0% | $11,403+22.8% |