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 6-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 | $43,658 | $100,773-56.7% | $88,946-50.9% | $142,382-69.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.8%-8.8pp | 80.1%-20.1pp |
| Annual return | 22.18% | 70.18%-48.0pp | 57.82%-35.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,741 | $2,918-40.3% | $2,555-31.9% | $4,299-59.5% |
| Participant deferral / active EE | $4,606 | $5,230-11.9% | $4,581+0.5% | $6,507-29.2% |
| Admin fee / account holder | $2,188 | $9,693-77.4% | $8,261-73.5% | $12,624-82.7% |