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 | $76,947 | $81,208-5.2% | $98,907-22.2% | $79,858-3.6% |
| Participation rate | 24.2% | 72.5%-48.3pp | 76.0%-51.8pp | 69.6%-45.4pp |
| Annual return | 56.06% | 60.99%-4.9pp | 196.43%-140.4pp | 31.71%+24.3pp |
| Employer contribution / active EE | $644 | $1,960-67.1% | $2,689-76.1% | $2,471-73.9% |
| Participant deferral / active EE | $2,304 | $3,265-29.4% | $4,244-45.7% | $3,740-38.4% |
| Admin fee / account holder | $3,065 | $6,013-49.0% | $6,642-53.9% | $5,306-42.2% |