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 10-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 | $38,823 | $81,208-52.2% | $98,907-60.7% | $79,858-51.4% |
| Participation rate | 62.7% | 72.5%-9.8pp | 76.0%-13.3pp | 69.6%-6.9pp |
| Annual return | 18.67% | 60.99%-42.3pp | 196.43%-177.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,207 | $1,960-38.4% | $2,689-55.1% | $2,471-51.2% |
| Participant deferral / active EE | $1,924 | $3,265-41.1% | $4,244-54.7% | $3,740-48.6% |
| Admin fee / account holder | $2,369 | $6,013-60.6% | $6,642-64.3% | $5,306-55.4% |