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 | $67,106 | $99,877-32.8% | $84,966-21.0% | $145,922-54.0% |
| Participation rate | 44.4% | 74.1%-29.6pp | 67.5%-23.1pp | 80.3%-35.8pp |
| Annual return | 21.75% | 83.76%-62.0pp | 66.38%-44.6pp | 561.29%-539.5pp |
| Employer contribution / active EE | $768 | $3,231-76.2% | $2,727-71.9% | $4,660-83.5% |
| Participant deferral / active EE | $3,671 | $5,291-30.6% | $4,519-18.8% | $6,688-45.1% |
| Admin fee / account holder | $1,487 | $7,248-79.5% | $6,149-75.8% | $13,397-88.9% |