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 6-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 | $80,387 | $177,572-54.7% | $154,803-48.1% | $142,382-43.5% |
| Participation rate | 46.7% | 82.1%-35.4pp | 78.1%-31.4pp | 80.1%-33.5pp |
| Annual return | 15.79% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,344 | $4,810-72.1% | $4,305-68.8% | $4,299-68.7% |
| Participant deferral / active EE | $5,284 | $6,272-15.8% | $5,540-4.6% | $6,507-18.8% |
| Admin fee / account holder | $470 | $16,786-97.2% | $14,329-96.7% | $12,624-96.3% |