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 | $44,797 | $89,753-50.1% | $107,525-58.3% | $84,808-47.2% |
| Participation rate | 51.3% | 68.1%-16.8pp | 75.1%-23.8pp | 68.3%-17.0pp |
| Annual return | 20.20% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,406 | $3,113-54.8% | $3,754-62.5% | $2,631-46.5% |
| Participant deferral / active EE | $2,556 | $4,056-37.0% | $5,116-50.0% | $4,212-39.3% |
| Admin fee / account holder | $782 | $7,222-89.2% | $8,919-91.2% | $7,344-89.3% |