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 | $43,592 | $159,602-72.7% | $150,045-70.9% | $142,382-69.4% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 14.84% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,311 | $4,961-73.6% | $4,693-72.1% | $4,299-69.5% |
| Participant deferral / active EE | $4,835 | $8,310-41.8% | $7,997-39.5% | $6,507-25.7% |
| Admin fee / account holder | $2,676 | $14,846-82.0% | $13,435-80.1% | $12,624-78.8% |