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 8-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 | $43,248 | $99,877-56.7% | $84,966-49.1% | $145,922-70.4% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 10.69% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,744 | $3,231-46.0% | $2,727-36.1% | $4,660-62.6% |
| Participant deferral / active EE | $2,656 | $5,291-49.8% | $4,519-41.2% | $6,688-60.3% |
| Admin fee / account holder | $1,877 | $7,248-74.1% | $6,149-69.5% | $13,397-86.0% |