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 | $27,264 | $124,319-78.1% | $111,297-75.5% | $167,490-83.7% |
| Participation rate | 45.5% | 79.6%-34.2pp | 77.3%-31.9pp | 82.1%-36.7pp |
| Annual return | 13.24% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,303 | $3,435-33.0% | $2,731-15.7% | $4,837-52.4% |
| Participant deferral / active EE | $2,492 | $5,180-51.9% | $4,487-44.5% | $6,341-60.7% |
| Admin fee / account holder | $1,764 | $10,618-83.4% | $7,964-77.9% | $12,309-85.7% |