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 | $70,625 | $183,519-61.5% | $155,509-54.6% | $145,922-51.6% |
| Participation rate | 21.7% | 82.7%-60.9pp | 78.2%-56.4pp | 80.3%-58.5pp |
| Annual return | 13.38% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,083 | $5,313-79.6% | $4,672-76.8% | $4,660-76.8% |
| Participant deferral / active EE | $1,843 | $6,462-71.5% | $5,626-67.2% | $6,688-72.4% |
| Admin fee / account holder | $6,817 | $19,313-64.7% | $15,912-57.2% | $13,397-49.1% |