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 6-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 | $53,226 | $99,877-46.7% | $84,966-37.4% | $145,922-63.5% |
| Participation rate | 26.1% | 74.1%-48.0pp | 67.5%-41.4pp | 80.3%-54.2pp |
| Annual return | 11.22% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,395 | $3,231-56.8% | $2,727-48.8% | $4,660-70.1% |
| Participant deferral / active EE | $1,400 | $5,291-73.5% | $4,519-69.0% | $6,688-79.1% |
| Admin fee / account holder | $797 | $7,248-89.0% | $6,149-87.0% | $13,397-94.1% |