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 | $46,338 | $159,901-71.0% | $146,958-68.5% | $145,922-68.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.41% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,065 | $5,286-60.9% | $4,933-58.1% | $4,660-55.7% |
| Participant deferral / active EE | $5,364 | $8,428-36.4% | $8,070-33.5% | $6,688-19.8% |
| Admin fee / account holder | $860 | $15,044-94.3% | $12,998-93.4% | $13,397-93.6% |