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 | $67,341 | $53,053+26.9% | $126,539-46.8% | $74,304-9.4% |
| Participation rate | 24.7% | 48.0%-23.3pp | 69.8%-45.1pp | 60.3%-35.6pp |
| Annual return | 14.20% | 29.46%-15.3pp | 425.95%-411.7pp | 29.43%-15.2pp |
| Employer contribution / active EE | $482 | $1,168-58.7% | $3,674-86.9% | $2,241-78.5% |
| Participant deferral / active EE | $2,830 | $2,303+22.9% | $4,083-30.7% | $3,767-24.9% |
| Admin fee / account holder | $6,923 | $3,698+87.2% | $6,065+14.2% | $2,969+133.2% |