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 | $80,150 | $89,753-10.7% | $107,525-25.5% | $84,808-5.5% |
| Participation rate | 42.0% | 68.1%-26.1pp | 75.1%-33.1pp | 68.3%-26.3pp |
| Annual return | 16.23% | 29.48%-13.2pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,355 | $3,113-56.5% | $3,754-63.9% | $2,631-48.5% |
| Participant deferral / active EE | $4,390 | $4,056+8.2% | $5,116-14.2% | $4,212+4.2% |
| Admin fee / account holder | $785 | $7,222-89.1% | $8,919-91.2% | $7,344-89.3% |