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 | $65,533 | $111,754-41.4% | $103,333-36.6% | $145,922-55.1% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.5%-9.8pp | 80.3%-15.6pp |
| Annual return | 12.51% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,794 | $4,212-33.7% | $3,868-27.8% | $4,660-40.0% |
| Participant deferral / active EE | $4,375 | $5,619-22.1% | $5,057-13.5% | $6,688-34.6% |
| Admin fee / account holder | $701 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |