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 | $39,547 | $110,261-64.1% | $95,745-58.7% | $139,434-71.6% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 20.30% | 27.11%-6.8pp | 28.35%-8.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,796 | $3,257-44.9% | $2,835-36.6% | $4,751-62.2% |
| Participant deferral / active EE | $1,797 | $4,676-61.6% | $4,245-57.7% | $6,710-73.2% |
| Admin fee / account holder | $520 | $6,613-92.1% | $5,678-90.8% | $11,403-95.4% |