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 | $48,610 | $125,758-61.3% | $169,993-71.4% | $75,163-35.3% |
| Participation rate | 65.7% | 83.6%-17.9pp | 87.0%-21.3pp | 67.2%-1.5pp |
| Annual return | 21.69% | 27.20%-5.5pp | 53.37%-31.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $3,021 | $4,615-34.5% | $6,785-55.5% | $2,670+13.2% |
| Participant deferral / active EE | $3,505 | $6,837-48.7% | $10,408-66.3% | $4,125-15.0% |
| Admin fee / account holder | $4,176 | $8,173-48.9% | $12,815-67.4% | $5,651-26.1% |