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 6-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 | $45,055 | $74,888-39.8% | $71,209-36.7% | $142,382-68.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 19.19% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,465 | $2,854-48.7% | $2,721-46.2% | $4,299-65.9% |
| Participant deferral / active EE | $4,603 | $4,454+3.3% | $4,175+10.2% | $6,507-29.3% |
| Admin fee / account holder | $769 | $5,568-86.2% | $5,349-85.6% | $12,624-93.9% |