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 | $80,856 | $217,402-62.8% | $185,823-56.5% | $167,490-51.7% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 14.23% | 148.36%-134.1pp | 122.05%-107.8pp | 478.56%-464.3pp |
| Employer contribution / active EE | $2,050 | $5,873-65.1% | $5,167-60.3% | $4,837-57.6% |
| Participant deferral / active EE | $5,210 | $6,356-18.0% | $5,568-6.4% | $6,341-17.8% |
| Admin fee / account holder | $543 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |