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 | $71,609 | $148,534-51.8% | $135,903-47.3% | $139,434-48.6% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 19.41% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,229 | $5,243-57.5% | $4,856-54.1% | $4,751-53.1% |
| Participant deferral / active EE | $3,166 | $8,100-60.9% | $7,758-59.2% | $6,710-52.8% |
| Admin fee / account holder | $1,491 | $12,400-88.0% | $10,762-86.2% | $11,403-86.9% |