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 | $77,269 | $165,335-53.3% | $149,696-48.4% | $158,922-51.4% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 15.89% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,754 | $5,103-65.6% | $4,644-62.2% | $4,761-63.2% |
| Participant deferral / active EE | $5,599 | $7,181-22.0% | $6,842-18.2% | $5,982-6.4% |
| Admin fee / account holder | $1,210 | $10,807-88.8% | $9,309-87.0% | $11,246-89.2% |