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 8-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 | $57,681 | $177,572-67.5% | $154,803-62.7% | $142,382-59.5% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 19.10% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,529 | $4,810-68.2% | $4,305-64.5% | $4,299-64.4% |
| Participant deferral / active EE | $7,152 | $6,272+14.0% | $5,540+29.1% | $6,507+9.9% |
| Admin fee / account holder | $4,367 | $16,786-74.0% | $14,329-69.5% | $12,624-65.4% |