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 | $64,489 | $89,753-28.1% | $107,525-40.0% | $84,808-24.0% |
| Participation rate | 48.6% | 68.1%-19.5pp | 75.1%-26.5pp | 68.3%-19.7pp |
| Annual return | 17.79% | 29.48%-11.7pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,676 | $3,113-46.2% | $3,754-55.3% | $2,631-36.3% |
| Participant deferral / active EE | $3,282 | $4,056-19.1% | $5,116-35.8% | $4,212-22.1% |
| Admin fee / account holder | $1,615 | $7,222-77.6% | $8,919-81.9% | $7,344-78.0% |