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 9-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 | $68,414 | $74,888-8.6% | $71,209-3.9% | $142,382-52.0% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.1%-42.0pp |
| Annual return | 16.10% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,131 | $2,854-60.4% | $2,721-58.4% | $4,299-73.7% |
| Participant deferral / active EE | $3,284 | $4,454-26.3% | $4,175-21.3% | $6,507-49.5% |
| Admin fee / account holder | $837 | $5,568-85.0% | $5,349-84.3% | $12,624-93.4% |