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 | $72,606 | $228,332-68.2% | $185,823-60.9% | $158,922-54.3% |
| Participation rate | 45.8% | 82.3%-36.5pp | 78.0%-32.2pp | 82.0%-36.1pp |
| Annual return | 12.84% | 40.80%-28.0pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,869 | $6,415-55.3% | $5,632-49.1% | $5,982-52.0% |
| Admin fee / account holder | $669 | $11,864-94.4% | $9,500-93.0% | $11,246-94.0% |