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 4-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 | $70,348 | $127,065-44.6% | $113,168-37.8% | $142,382-50.6% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 211.91% | 24.03%+187.9pp | 24.27%+187.6pp | 217.08%-5.2pp |
| Employer contribution / active EE | $1,693 | $3,442-50.8% | $2,975-43.1% | $4,299-60.6% |
| Participant deferral / active EE | $2,835 | $5,716-50.4% | $5,107-44.5% | $6,507-56.4% |
| Admin fee / account holder | $1,771 | $15,736-88.7% | $12,068-85.3% | $12,624-86.0% |