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 | $76,368 | $154,117-50.4% | $129,995-41.3% | $139,434-45.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 19.33% | 32.48%-13.1pp | -137.18%+156.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,265 | $5,289-76.1% | $4,320-70.7% | $4,751-73.4% |
| Participant deferral / active EE | $3,805 | $6,710-43.3% | $5,820-34.6% | $6,710-43.3% |
| Admin fee / account holder | $827 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |