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 | $41,509 | $176,056-76.4% | $159,436-74.0% | $167,490-75.2% |
| Participation rate | 30.0% | 84.9%-54.9pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 10.68% | 331.75%-321.1pp | 263.57%-252.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,675 | $5,297-68.4% | $4,829-65.3% | $4,837-65.4% |
| Participant deferral / active EE | $4,449 | $7,750-42.6% | $7,352-39.5% | $6,341-29.8% |
| Admin fee / account holder | $585 | $12,554-95.3% | $10,799-94.6% | $12,309-95.2% |