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 9-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 | $65,322 | $39,019+67.4% | $80,716-19.1% | $85,850-23.9% |
| Participation rate | 14.3% | 41.5%-27.3pp | 54.2%-39.9pp | 69.3%-55.0pp |
| Annual return | 15.17% | 26.27%-11.1pp | 87.28%-72.1pp | 318.53%-303.4pp |
| Employer contribution / active EE | $771 | $722+6.8% | $1,160-33.5% | $2,565-69.9% |
| Participant deferral / active EE | $1,443 | $1,326+8.8% | $2,146-32.8% | $3,952-63.5% |
| Admin fee / account holder | $313 | $2,431-87.1% | $3,380-90.7% | $6,260-95.0% |