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 | $60,691 | $102,317-40.7% | $146,958-58.7% | $80,856-24.9% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.2%-15.9pp | 67.6%-1.3pp |
| Annual return | 15.27% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,874 | $3,713-49.5% | $4,933-62.0% | $2,755-32.0% |
| Participant deferral / active EE | $3,595 | $6,644-45.9% | $8,070-55.4% | $4,296-16.3% |
| Admin fee / account holder | $2,185 | $7,941-72.5% | $12,998-83.2% | $6,918-68.4% |