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 | $65,043 | $102,605-36.6% | $145,661-55.3% | $84,808-23.3% |
| Participation rate | 43.9% | 74.3%-30.4pp | 77.2%-33.3pp | 68.3%-24.4pp |
| Annual return | 19.24% | 26.50%-7.3pp | 101.46%-82.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,714 | $3,325-48.5% | $4,238-59.6% | $2,631-34.9% |
| Participant deferral / active EE | $2,689 | $5,750-53.2% | $7,198-62.7% | $4,212-36.2% |
| Admin fee / account holder | $4,115 | $8,758-53.0% | $12,466-67.0% | $7,344-44.0% |