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 | $62,388 | $114,381-45.5% | $107,525-42.0% | $142,382-56.2% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.1%-37.0pp | 80.1%-42.0pp |
| Annual return | 19.09% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $971 | $4,015-75.8% | $3,754-74.1% | $4,299-77.4% |
| Participant deferral / active EE | $2,228 | $5,564-60.0% | $5,116-56.4% | $6,507-65.8% |
| Admin fee / account holder | $4,711 | $9,860-52.2% | $8,919-47.2% | $12,624-62.7% |