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 | $55,165 | $91,552-39.7% | $133,956-58.8% | $79,858-30.9% |
| Participation rate | 56.6% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-13.0pp |
| Annual return | 41.55% | 61.85%-20.3pp | 45.09%-3.5pp | 31.71%+9.8pp |
| Employer contribution / active EE | $1,918 | $2,384-19.5% | $3,919-51.0% | $2,471-22.4% |
| Participant deferral / active EE | $3,617 | $3,733-3.1% | $5,048-28.3% | $3,740-3.3% |
| Admin fee / account holder | $749 | $6,321-88.1% | $8,927-91.6% | $5,306-85.9% |