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 | $77,344 | $110,809-30.2% | $86,874-11.0% | $167,490-53.8% |
| Participation rate | 35.7% | 75.8%-40.1pp | 71.6%-35.9pp | 82.1%-46.4pp |
| Annual return | 16.10% | 116.98%-100.9pp | 63.52%-47.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,606 | $3,244-19.7% | $2,495+4.4% | $4,837-46.1% |
| Participant deferral / active EE | $4,249 | $4,546-6.5% | $3,699+14.9% | $6,341-33.0% |
| Admin fee / account holder | $984 | $8,415-88.3% | $5,828-83.1% | $12,309-92.0% |