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 8-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 | $42,991 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 69.6% | 78.1%-8.6pp | 75.1%-5.5pp | 80.1%-10.6pp |
| Annual return | 14.90% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,681 | $4,015-58.1% | $3,754-55.2% | $4,299-60.9% |
| Participant deferral / active EE | $2,897 | $5,564-47.9% | $5,116-43.4% | $6,507-55.5% |
| Admin fee / account holder | $4,745 | $9,860-51.9% | $8,919-46.8% | $12,624-62.4% |