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 | $46,127 | $217,402-78.8% | $185,823-75.2% | $167,490-72.5% |
| Participation rate | 35.3% | 86.0%-50.7pp | 81.7%-46.4pp | 82.1%-46.8pp |
| Annual return | 33.49% | 148.36%-114.9pp | 122.05%-88.6pp | 478.56%-445.1pp |
| Employer contribution / active EE | $2,643 | $5,873-55.0% | $5,167-48.8% | $4,837-45.4% |
| Participant deferral / active EE | $3,759 | $6,356-40.9% | $5,568-32.5% | $6,341-40.7% |
| Admin fee / account holder | $833 | $19,811-95.8% | $16,237-94.9% | $12,309-93.2% |