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 | $55,277 | $61,774-10.5% | $97,226-43.1% | $80,856-31.6% |
| Participation rate | 35.8% | 63.5%-27.7pp | 72.7%-36.9pp | 67.6%-31.8pp |
| Annual return | 20.19% | -557.90%+578.1pp | 75.13%-54.9pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,731 | $1,837-5.7% | $2,729-36.6% | $2,755-37.2% |
| Participant deferral / active EE | $3,225 | $3,029+6.5% | $4,264-24.4% | $4,296-24.9% |
| Admin fee / account holder | $1,743 | $5,166-66.3% | $5,654-69.2% | $6,918-74.8% |