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 | $38,296 | $117,381-67.4% | $99,443-61.5% | $152,861-74.9% |
| Participation rate | 61.5% | 77.5%-16.0pp | 73.8%-12.3pp | 82.4%-20.9pp |
| Annual return | 24.16% | 31.87%-7.7pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,192 | $3,013-60.4% | $2,540-53.1% | $4,762-75.0% |
| Participant deferral / active EE | $4,265 | $4,086+4.4% | $3,619+17.9% | $5,850-27.1% |
| Admin fee / account holder | $500 | $7,631-93.5% | $6,250-92.0% | $11,596-95.7% |