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 | $53,362 | $102,317-47.8% | $146,958-63.7% | $80,856-34.0% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.2%-28.5pp | 67.6%-13.9pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,757 | $3,713-25.8% | $4,933-44.1% | $2,755+0.1% |
| Participant deferral / active EE | $6,079 | $6,644-8.5% | $8,070-24.7% | $4,296+41.5% |
| Admin fee / account holder | $1,270 | $7,941-84.0% | $12,998-90.2% | $6,918-81.6% |