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 | $93,896 | $177,572-47.1% | $154,803-39.3% | $142,382-34.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 14.33% | 65.07%-50.7pp | 58.88%-44.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,474 | $4,810-69.4% | $4,305-65.8% | $4,299-65.7% |
| Participant deferral / active EE | $5,343 | $6,272-14.8% | $5,540-3.6% | $6,507-17.9% |
| Admin fee / account holder | $1,032 | $16,786-93.9% | $14,329-92.8% | $12,624-91.8% |