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 6-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 | $51,119 | $99,877-48.8% | $84,966-39.8% | $145,922-65.0% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.7pp |
| Annual return | 14.45% | 83.76%-69.3pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $518 | $3,231-84.0% | $2,727-81.0% | $4,660-88.9% |
| Participant deferral / active EE | $4,862 | $5,291-8.1% | $4,519+7.6% | $6,688-27.3% |
| Admin fee / account holder | $910 | $7,248-87.4% | $6,149-85.2% | $13,397-93.2% |