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 | $49,228 | $133,922-63.2% | $116,228-57.6% | $142,382-65.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 18.91% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,304 | $3,446-62.2% | $2,994-56.5% | $4,299-69.7% |
| Participant deferral / active EE | $2,423 | $5,672-57.3% | $4,953-51.1% | $6,507-62.8% |
| Admin fee / account holder | $1,631 | $14,945-89.1% | $11,989-86.4% | $12,624-87.1% |