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 | $107,821 | $176,056-38.8% | $159,436-32.4% | $167,490-35.6% |
| Participation rate | 46.2% | 84.9%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 13.33% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,960 | $5,297-63.0% | $4,829-59.4% | $4,837-59.5% |
| Participant deferral / active EE | $5,388 | $7,750-30.5% | $7,352-26.7% | $6,341-15.0% |
| Admin fee / account holder | $1,384 | $12,554-89.0% | $10,799-87.2% | $12,309-88.8% |