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 | $60,054 | $93,571-35.8% | $135,903-55.8% | $75,163-20.1% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.2pp | 67.2%-10.5pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,654 | $3,537-53.2% | $4,856-65.9% | $2,670-38.0% |
| Participant deferral / active EE | $3,331 | $6,404-48.0% | $7,758-57.1% | $4,125-19.3% |
| Admin fee / account holder | $998 | $6,975-85.7% | $10,762-90.7% | $5,651-82.3% |