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 | $81,177 | $114,381-29.0% | $107,525-24.5% | $142,382-43.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 15.21% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,396 | $4,015-65.2% | $3,754-62.8% | $4,299-67.5% |
| Participant deferral / active EE | $2,322 | $5,564-58.3% | $5,116-54.6% | $6,507-64.3% |
| Admin fee / account holder | $513 | $9,860-94.8% | $8,919-94.2% | $12,624-95.9% |