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 | $56,295 | $83,902-32.9% | $167,512-66.4% | $84,808-33.6% |
| Participation rate | 56.1% | 66.5%-10.4pp | 77.1%-21.0pp | 68.3%-12.2pp |
| Annual return | 15.92% | 91.55%-75.6pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,255 | $2,264-44.6% | $3,882-67.7% | $2,631-52.3% |
| Participant deferral / active EE | $2,663 | $4,442-40.1% | $6,405-58.4% | $4,212-36.8% |
| Admin fee / account holder | $5,196 | $7,915-34.3% | $9,769-46.8% | $7,344-29.2% |