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 | $57,570 | $183,519-68.6% | $155,509-63.0% | $145,922-60.5% |
| Participation rate | 40.9% | 82.7%-41.8pp | 78.2%-37.3pp | 80.3%-39.4pp |
| Annual return | 13.03% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,606 | $5,313-69.8% | $4,672-65.6% | $4,660-65.5% |
| Participant deferral / active EE | $2,717 | $6,462-58.0% | $5,626-51.7% | $6,688-59.4% |
| Admin fee / account holder | $7,480 | $19,313-61.3% | $15,912-53.0% | $13,397-44.2% |