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 | $84,074 | $89,753-6.3% | $107,525-21.8% | $84,808-0.9% |
| Participation rate | 37.8% | 68.1%-30.2pp | 75.1%-37.2pp | 68.3%-30.5pp |
| Annual return | 24.98% | 29.48%-4.5pp | 181.32%-156.3pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,633 | $3,113-47.5% | $3,754-56.5% | $2,631-37.9% |
| Participant deferral / active EE | $3,169 | $4,056-21.9% | $5,116-38.0% | $4,212-24.7% |
| Admin fee / account holder | $695 | $7,222-90.4% | $8,919-92.2% | $7,344-90.5% |