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 | $70,783 | $117,841-39.9% | $102,423-30.9% | $145,922-51.5% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.6pp |
| Annual return | 8.85% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,348 | $3,615-35.0% | $3,023-22.3% | $4,660-49.6% |
| Participant deferral / active EE | $4,881 | $5,731-14.8% | $5,053-3.4% | $6,688-27.0% |
| Admin fee / account holder | $5,354 | $13,326-59.8% | $9,451-43.3% | $13,397-60.0% |