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 | $83,275 | $118,849-29.9% | $96,562-13.8% | $167,490-50.3% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 17.11% | 50.49%-33.4pp | 37.78%-20.7pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,997 | $3,120-36.0% | $2,356-15.3% | $4,837-58.7% |
| Participant deferral / active EE | $4,693 | $4,616+1.7% | $3,849+21.9% | $6,341-26.0% |
| Admin fee / account holder | $888 | $8,065-89.0% | $6,181-85.6% | $12,309-92.8% |