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 | $63,956 | $201,272-68.2% | $184,203-65.3% | $145,922-56.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.60% | 29.00%-12.4pp | 28.81%-12.2pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,032 | $7,022-71.1% | $6,427-68.4% | $4,660-56.4% |
| Participant deferral / active EE | $8,610 | $9,806-12.2% | $9,131-5.7% | $6,688+28.7% |
| Admin fee / account holder | $453 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |