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 | $75,871 | $209,411-63.8% | $178,490-57.5% | $158,922-52.3% |
| Participation rate | 53.8% | 86.3%-32.5pp | 81.9%-28.1pp | 82.0%-28.1pp |
| Annual return | 6.43% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,529 | $5,706-73.2% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $5,014 | $5,954-15.8% | $5,202-3.6% | $5,982-16.2% |
| Admin fee / account holder | $90,751 | $17,074+431.5% | $13,984+549.0% | $11,246+707.0% |