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 3-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 | $58,786 | $110,257-46.7% | $96,544-39.1% | $139,434-57.8% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 14.41% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,390 | $3,620+48.9% | $2,965+81.8% | $4,751+13.5% |
| Participant deferral / active EE | $7,415 | $5,548+33.6% | $4,851+52.9% | $6,710+10.5% |
| Admin fee / account holder | $550 | $11,591-95.3% | $8,252-93.3% | $11,403-95.2% |