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 | $64,419 | $124,281-48.2% | $109,143-41.0% | $167,490-61.5% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 15.60% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,505 | $4,207-64.2% | $3,722-59.6% | $4,837-68.9% |
| Participant deferral / active EE | $4,952 | $5,255-5.8% | $4,653+6.4% | $6,341-21.9% |
| Admin fee / account holder | $3,947 | $7,970-50.5% | $6,752-41.5% | $12,309-67.9% |