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 | $69,475 | $56,317+23.4% | $71,209-2.4% | $74,304-6.5% |
| Participation rate | 23.5% | 55.1%-31.6pp | 73.8%-50.2pp | 60.3%-36.8pp |
| Annual return | 19.96% | 42.83%-22.9pp | 282.51%-262.6pp | 29.43%-9.5pp |
| Employer contribution / active EE | $1,425 | $2,160-34.0% | $2,721-47.6% | $2,241-36.4% |
| Participant deferral / active EE | $624 | $2,788-77.6% | $4,175-85.1% | $3,767-83.4% |
| Admin fee / account holder | $1,600 | $2,290-30.1% | $5,349-70.1% | $2,969-46.1% |