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 | $83,192 | $133,922-37.9% | $116,228-28.4% | $142,382-41.6% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.6%-20.0pp | 80.1%-25.6pp |
| Annual return | 16.49% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,181 | $3,446-65.7% | $2,994-60.5% | $4,299-72.5% |
| Participant deferral / active EE | $1,608 | $5,672-71.7% | $4,953-67.5% | $6,507-75.3% |
| Admin fee / account holder | $3,785 | $14,945-74.7% | $11,989-68.4% | $12,624-70.0% |