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 | $62,689 | $95,561-34.4% | $77,163-18.8% | $139,434-55.0% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 13.67% | 54.92%-41.3pp | 37.87%-24.2pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,373 | $3,147-56.4% | $2,535-45.8% | $4,751-71.1% |
| Participant deferral / active EE | $4,425 | $4,624-4.3% | $3,833+15.4% | $6,710-34.1% |
| Admin fee / account holder | $821 | $8,295-90.1% | $5,472-85.0% | $11,403-92.8% |