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 | $67,936 | $183,519-63.0% | $155,509-56.3% | $145,922-53.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,642 | $5,313-69.1% | $4,672-64.9% | $4,660-64.8% |
| Participant deferral / active EE | $6,274 | $6,462-2.9% | $5,626+11.5% | $6,688-6.2% |
| Admin fee / account holder | $459 | $19,313-97.6% | $15,912-97.1% | $13,397-96.6% |