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 | $69,056 | $185,822-62.8% | $169,993-59.4% | $139,434-50.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 20.04% | 60.50%-40.5pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $21,477 | $7,590+183.0% | $6,785+216.5% | $4,751+352.1% |
| Participant deferral / active EE | $21,739 | $11,622+87.1% | $10,408+108.9% | $6,710+224.0% |
| Admin fee / account holder | $3,236 | $15,381-79.0% | $12,815-74.8% | $11,403-71.6% |