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 | $46,519 | $117,841-60.5% | $102,423-54.6% | $145,922-68.1% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 13.81% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $921 | $3,615-74.5% | $3,023-69.5% | $4,660-80.2% |
| Participant deferral / active EE | $3,633 | $5,731-36.6% | $5,053-28.1% | $6,688-45.7% |
| Admin fee / account holder | $1,209 | $13,326-90.9% | $9,451-87.2% | $13,397-91.0% |