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 6-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 | $72,210 | $183,519-60.7% | $155,509-53.6% | $145,922-50.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 14.00% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,151 | $5,313-59.5% | $4,672-54.0% | $4,660-53.8% |
| Participant deferral / active EE | $5,219 | $6,462-19.2% | $5,626-7.2% | $6,688-22.0% |
| Admin fee / account holder | $543 | $19,313-97.2% | $15,912-96.6% | $13,397-95.9% |