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 3-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 | $36,623 | $111,754-67.2% | $103,333-64.6% | $145,922-74.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $2,486 | $4,212-41.0% | $3,868-35.7% | $4,660-46.6% |
| Participant deferral / active EE | $6,902 | $5,619+22.9% | $5,057+36.5% | $6,688+3.2% |
| Admin fee / account holder | $1,163 | $9,750-88.1% | $8,355-86.1% | $13,397-91.3% |