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 7-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 | $57,615 | $179,726-67.9% | $156,263-63.1% | $142,382-59.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 13.58% | 77.86%-64.3pp | 59.47%-45.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,171 | $5,069-57.2% | $4,333-49.9% | $4,299-49.5% |
| Participant deferral / active EE | $4,559 | $6,956-34.5% | $6,158-26.0% | $6,507-29.9% |
| Admin fee / account holder | $10,832 | $17,272-37.3% | $14,255-24.0% | $12,624-14.2% |