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 6-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 | $30,444 | $64,839-53.0% | $95,585-68.1% | $84,808-64.1% |
| Participation rate | 68.8% | 63.8%+4.9pp | 72.1%-3.3pp | 68.3%+0.4pp |
| Annual return | 16.95% | -670.96%+687.9pp | 38.56%-21.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $5,010 | $1,759+184.9% | $2,527+98.3% | $2,631+90.4% |
| Participant deferral / active EE | $3,980 | $2,965+34.3% | $4,023-1.0% | $4,212-5.5% |
| Admin fee / account holder | $1,128 | $5,964-81.1% | $6,127-81.6% | $7,344-84.6% |