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 | $46,379 | $148,534-68.8% | $135,903-65.9% | $139,434-66.7% |
| Participation rate | 68.2% | 83.9%-15.7pp | 81.9%-13.7pp | 80.3%-12.1pp |
| Annual return | 15.17% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,696 | $5,243-67.7% | $4,856-65.1% | $4,751-64.3% |
| Participant deferral / active EE | $3,936 | $8,100-51.4% | $7,758-49.3% | $6,710-41.3% |
| Admin fee / account holder | $3,387 | $12,400-72.7% | $10,762-68.5% | $11,403-70.3% |