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 | $63,618 | $116,175-45.2% | $93,606-32.0% | $152,861-58.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 20.96% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,280 | $3,218-60.2% | $2,718-52.9% | $4,762-73.1% |
| Participant deferral / active EE | $1,664 | $4,603-63.9% | $4,069-59.1% | $5,850-71.6% |
| Admin fee / account holder | $577 | $10,748-94.6% | $7,888-92.7% | $11,596-95.0% |