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 | $59,978 | $179,726-66.6% | $156,263-61.6% | $142,382-57.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 15.09% | 77.86%-62.8pp | 59.47%-44.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,463 | $5,069-71.1% | $4,333-66.2% | $4,299-66.0% |
| Participant deferral / active EE | $2,195 | $6,956-68.5% | $6,158-64.4% | $6,507-66.3% |
| Admin fee / account holder | $1,019 | $17,272-94.1% | $14,255-92.9% | $12,624-91.9% |