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 | $31,533 | $53,516-41.1% | $126,539-75.1% | $84,808-62.8% |
| Participation rate | 65.3% | 58.2%+7.1pp | 69.8%-4.5pp | 68.3%-3.0pp |
| Annual return | 23.69% | 58.34%-34.7pp | 425.95%-402.3pp | 40.90%-17.2pp |
| Employer contribution / active EE | $547 | $1,535-64.4% | $3,674-85.1% | $2,631-79.2% |
| Participant deferral / active EE | $3,422 | $2,671+28.1% | $4,083-16.2% | $4,212-18.7% |
| Admin fee / account holder | $1,654 | $4,497-63.2% | $6,065-72.7% | $7,344-77.5% |