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 | $43,942 | $89,753-51.0% | $107,525-59.1% | $84,808-48.2% |
| Participation rate | 55.9% | 68.1%-12.2pp | 75.1%-19.2pp | 68.3%-12.4pp |
| Annual return | 14.62% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,397 | $3,113-55.1% | $3,754-62.8% | $2,631-46.9% |
| Participant deferral / active EE | $2,344 | $4,056-42.2% | $5,116-54.2% | $4,212-44.3% |
| Admin fee / account holder | $925 | $7,222-87.2% | $8,919-89.6% | $7,344-87.4% |