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 | $75,019 | $114,381-34.4% | $107,525-30.2% | $142,382-47.3% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.1%-39.8pp | 80.1%-44.8pp |
| Annual return | 16.65% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,099 | $4,015-72.6% | $3,754-70.7% | $4,299-74.4% |
| Participant deferral / active EE | $1,594 | $5,564-71.4% | $5,116-68.8% | $6,507-75.5% |
| Admin fee / account holder | $1,341 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |