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 | $66,858 | $115,770-42.2% | $101,248-34.0% | $158,922-57.9% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 20.81% | 56.14%-35.3pp | 46.47%-25.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,042 | $4,175-75.0% | $3,660-71.5% | $4,761-78.1% |
| Participant deferral / active EE | $1,941 | $4,957-60.8% | $4,370-55.6% | $5,982-67.6% |
| Admin fee / account holder | $7,835 | $7,245+8.1% | $5,945+31.8% | $11,246-30.3% |