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 8-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 | $53,433 | $112,096-52.3% | $95,952-44.3% | $158,922-66.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 12.99% | 171.09%-158.1pp | 91.61%-78.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $982 | $3,198-69.3% | $2,541-61.4% | $4,761-79.4% |
| Participant deferral / active EE | $2,570 | $4,784-46.3% | $4,167-38.3% | $5,982-57.0% |
| Admin fee / account holder | $3,155 | $10,130-68.9% | $6,795-53.6% | $11,246-71.9% |