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 | $48,449 | $111,724-56.6% | $93,606-48.2% | $145,922-66.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 9.91% | 202.98%-193.1pp | 133.20%-123.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $745 | $3,090-75.9% | $2,420-69.2% | $4,660-84.0% |
| Participant deferral / active EE | $1,888 | $4,912-61.6% | $4,411-57.2% | $6,688-71.8% |
| Admin fee / account holder | $11,716 | $10,250+14.3% | $8,285+41.4% | $13,397-12.5% |