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 | $49,144 | $117,381-58.1% | $99,443-50.6% | $152,861-67.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 24.36% | 31.87%-7.5pp | 30.72%-6.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $826 | $3,013-72.6% | $2,540-67.5% | $4,762-82.6% |
| Participant deferral / active EE | $892 | $4,086-78.2% | $3,619-75.3% | $5,850-84.8% |
| Admin fee / account holder | $930 | $7,631-87.8% | $6,250-85.1% | $11,596-92.0% |