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 | $72,673 | $217,402-66.6% | $185,823-60.9% | $167,490-56.6% |
| Participation rate | 47.8% | 86.0%-38.2pp | 81.7%-33.9pp | 82.1%-34.3pp |
| Annual return | 19.80% | 148.36%-128.6pp | 122.05%-102.2pp | 478.56%-458.8pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,425 | $6,356+16.8% | $5,568+33.4% | $6,341+17.1% |
| Admin fee / account holder | $508 | $19,811-97.4% | $16,237-96.9% | $12,309-95.9% |