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 | $48,099 | $148,534-67.6% | $135,903-64.6% | $139,434-65.5% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 31.91% | 79.19%-47.3pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $1,858 | $5,243-64.6% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $2,729 | $8,100-66.3% | $7,758-64.8% | $6,710-59.3% |
| Admin fee / account holder | $2,926 | $12,400-76.4% | $10,762-72.8% | $11,403-74.3% |