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 | $47,863 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 15.46% | 79.19%-63.7pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,748 | $5,243-66.7% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $6,378 | $8,100-21.3% | $7,758-17.8% | $6,710-4.9% |
| Admin fee / account holder | $2,745 | $12,400-77.9% | $10,762-74.5% | $11,403-75.9% |