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 | $57,824 | $117,841-50.9% | $102,423-43.5% | $145,922-60.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.95% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,527 | $3,615-57.7% | $3,023-49.5% | $4,660-67.2% |
| Participant deferral / active EE | $7,741 | $5,731+35.1% | $5,053+53.2% | $6,688+15.8% |
| Admin fee / account holder | $1,030 | $13,326-92.3% | $9,451-89.1% | $13,397-92.3% |