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 | $63,925 | $85,022-24.8% | $70,515-9.3% | $139,434-54.2% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 17.66% | 30.38%-12.7pp | 32.77%-15.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,047 | $3,909-73.2% | $2,973-64.8% | $4,751-78.0% |
| Participant deferral / active EE | $2,942 | $5,890-50.1% | $4,567-35.6% | $6,710-56.2% |
| Admin fee / account holder | $1,047 | $8,906-88.2% | $6,412-83.7% | $11,403-90.8% |