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 | $58,182 | $177,572-67.2% | $154,803-62.4% | $142,382-59.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 18.67% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,512 | $4,810-68.6% | $4,305-64.9% | $4,299-64.8% |
| Participant deferral / active EE | $2,598 | $6,272-58.6% | $5,540-53.1% | $6,507-60.1% |
| Admin fee / account holder | $449 | $16,786-97.3% | $14,329-96.9% | $12,624-96.4% |