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 | $48,315 | $176,056-72.6% | $159,436-69.7% | $167,490-71.2% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 30.89% | 331.75%-300.9pp | 263.57%-232.7pp | 478.56%-447.7pp |
| Employer contribution / active EE | $1,427 | $5,297-73.1% | $4,829-70.5% | $4,837-70.5% |
| Participant deferral / active EE | $4,259 | $7,750-45.0% | $7,352-42.1% | $6,341-32.8% |
| Admin fee / account holder | $621 | $12,554-95.1% | $10,799-94.2% | $12,309-95.0% |