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 | $62,554 | $102,966-39.2% | $90,281-30.7% | $152,861-59.1% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 22.81% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $822 | $3,139-73.8% | $2,854-71.2% | $4,762-82.7% |
| Participant deferral / active EE | $4,937 | $4,281+15.3% | $3,885+27.1% | $5,850-15.6% |
| Admin fee / account holder | $724 | $6,171-88.3% | $5,351-86.5% | $11,596-93.8% |