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 | $65,466 | $81,632-19.8% | $70,449-7.1% | $158,922-58.8% |
| Participation rate | 34.8% | 77.7%-42.9pp | 75.1%-40.3pp | 82.0%-47.2pp |
| Annual return | 8.78% | 208.40%-199.6pp | 109.03%-100.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $826 | $3,217-74.3% | $2,737-69.8% | $4,761-82.6% |
| Participant deferral / active EE | $4,709 | $4,554+3.4% | $3,709+27.0% | $5,982-21.3% |
| Admin fee / account holder | $1,427 | $6,193-76.9% | $3,845-62.9% | $11,246-87.3% |