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 | $61,166 | $162,781-62.4% | $133,956-54.3% | $158,922-61.5% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 12.68% | 41.94%-29.3pp | 45.09%-32.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,316 | $4,975-73.6% | $3,919-66.4% | $4,761-72.4% |
| Participant deferral / active EE | $2,610 | $5,911-55.9% | $5,048-48.3% | $5,982-56.4% |
| Admin fee / account holder | $8,087 | $11,736-31.1% | $8,927-9.4% | $11,246-28.1% |