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 4-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 | $50,713 | $165,984-69.4% | $164,813-69.2% | $145,922-65.2% |
| Participation rate | 30.0% | 82.0%-52.0pp | 78.6%-48.6pp | 80.3%-50.3pp |
| Annual return | 14.51% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,378 | $5,273-73.9% | $4,341-68.3% | $4,660-70.4% |
| Participant deferral / active EE | $2,865 | $6,959-58.8% | $6,031-52.5% | $6,688-57.2% |
| Admin fee / account holder | $1,889 | $16,648-88.7% | $12,690-85.1% | $13,397-85.9% |