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 | $43,572 | $74,888-41.8% | $71,209-38.8% | $142,382-69.4% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.1%-10.9pp |
| Annual return | 13.13% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,599 | $2,854-44.0% | $2,721-41.3% | $4,299-62.8% |
| Participant deferral / active EE | $2,342 | $4,454-47.4% | $4,175-43.9% | $6,507-64.0% |
| Admin fee / account holder | $1,511 | $5,568-72.9% | $5,349-71.7% | $12,624-88.0% |