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 | $38,922 | $183,519-78.8% | $155,509-75.0% | $145,922-73.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.63% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,730 | $5,313-67.4% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $4,697 | $6,462-27.3% | $5,626-16.5% | $6,688-29.8% |
| Admin fee / account holder | $1,762 | $19,313-90.9% | $15,912-88.9% | $13,397-86.9% |