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 | $73,280 | $100,773-27.3% | $88,946-17.6% | $142,382-48.5% |
| Participation rate | 26.1% | 74.3%-48.2pp | 68.8%-42.8pp | 80.1%-54.0pp |
| Annual return | 17.48% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,366 | $2,918-53.2% | $2,555-46.6% | $4,299-68.2% |
| Participant deferral / active EE | $1,438 | $5,230-72.5% | $4,581-68.6% | $6,507-77.9% |
| Admin fee / account holder | $1,026 | $9,693-89.4% | $8,261-87.6% | $12,624-91.9% |