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 | $60,701 | $78,422-22.6% | $95,952-36.7% | $79,858-24.0% |
| Participation rate | 62.2% | 73.5%-11.3pp | 77.1%-14.9pp | 69.6%-7.5pp |
| Annual return | 10.69% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $717 | $1,945-63.1% | $2,541-71.8% | $2,471-71.0% |
| Participant deferral / active EE | $2,927 | $3,440-14.9% | $4,167-29.8% | $3,740-21.7% |
| Admin fee / account holder | $426 | $5,622-92.4% | $6,795-93.7% | $5,306-92.0% |