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 | $51,242 | $89,753-42.9% | $107,525-52.3% | $84,808-39.6% |
| Participation rate | 35.7% | 68.1%-32.3pp | 75.1%-39.4pp | 68.3%-32.6pp |
| Annual return | 18.62% | 29.48%-10.9pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,506 | $3,113-51.6% | $3,754-59.9% | $2,631-42.8% |
| Participant deferral / active EE | $1,789 | $4,056-55.9% | $5,116-65.0% | $4,212-57.5% |
| Admin fee / account holder | $605 | $7,222-91.6% | $8,919-93.2% | $7,344-91.8% |