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 8-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 | $56,125 | $177,572-68.4% | $154,803-63.7% | $142,382-60.6% |
| Participation rate | 31.6% | 82.1%-50.5pp | 78.1%-46.5pp | 80.1%-48.5pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,436 | $4,810-70.2% | $4,305-66.7% | $4,299-66.6% |
| Participant deferral / active EE | $2,597 | $6,272-58.6% | $5,540-53.1% | $6,507-60.1% |
| Admin fee / account holder | $477 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |