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 | $113,964 | $154,117-26.1% | $129,995-12.3% | $139,434-18.3% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 21.67% | 32.48%-10.8pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,399 | $5,289-73.5% | $4,320-67.6% | $4,751-70.6% |
| Participant deferral / active EE | $5,220 | $6,710-22.2% | $5,820-10.3% | $6,710-22.2% |
| Admin fee / account holder | $7,909 | $14,007-43.5% | $10,614-25.5% | $11,403-30.6% |