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 | $58,173 | $121,625-52.2% | $104,607-44.4% | $158,922-63.4% |
| Participation rate | 52.4% | 77.5%-25.1pp | 74.1%-21.7pp | 82.0%-29.6pp |
| Annual return | 23.60% | 465.26%-441.7pp | 340.46%-316.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $706 | $3,163-77.7% | $2,681-73.7% | $4,761-85.2% |
| Participant deferral / active EE | $939 | $4,177-77.5% | $3,740-74.9% | $5,982-84.3% |
| Admin fee / account holder | $1,503 | $7,787-80.7% | $6,473-76.8% | $11,246-86.6% |