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 | $137,058 | $165,984-17.4% | $164,813-16.8% | $145,922-6.1% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 16.38% | 100.03%-83.7pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,157 | $5,273-78.1% | $4,341-73.3% | $4,660-75.2% |
| Participant deferral / active EE | $2,285 | $6,959-67.2% | $6,031-62.1% | $6,688-65.8% |
| Admin fee / account holder | $1,761 | $16,648-89.4% | $12,690-86.1% | $13,397-86.9% |