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 | $49,814 | $102,616-51.5% | $81,983-39.2% | $158,922-68.7% |
| Participation rate | 52.9% | 75.5%-22.6pp | 69.2%-16.3pp | 82.0%-29.0pp |
| Annual return | 7.80% | 61.04%-53.2pp | 41.31%-33.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,681 | $3,240-17.3% | $2,498+7.3% | $4,761-43.7% |
| Participant deferral / active EE | $3,395 | $4,648-27.0% | $3,722-8.8% | $5,982-43.2% |
| Admin fee / account holder | $15,197 | $8,235+84.5% | $5,664+168.3% | $11,246+35.1% |