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 | $68,016 | $165,984-59.0% | $164,813-58.7% | $145,922-53.4% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 15.10% | 100.03%-84.9pp | 69.93%-54.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,608 | $5,273-50.5% | $4,341-39.9% | $4,660-44.0% |
| Participant deferral / active EE | $5,274 | $6,959-24.2% | $6,031-12.6% | $6,688-21.1% |
| Admin fee / account holder | $4,412 | $16,648-73.5% | $12,690-65.2% | $13,397-67.1% |