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 | $69,414 | $54,705+26.9% | $71,209-2.5% | $84,808-18.2% |
| Participation rate | 55.6% | 64.1%-8.5pp | 73.8%-18.2pp | 68.3%-12.8pp |
| Annual return | 14.44% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,233 | $2,158-42.9% | $2,721-54.7% | $2,631-53.1% |
| Participant deferral / active EE | $2,925 | $3,030-3.5% | $4,175-30.0% | $4,212-30.6% |
| Admin fee / account holder | $2,243 | $4,863-53.9% | $5,349-58.1% | $7,344-69.5% |