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 6-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 | $49,682 | $117,841-57.8% | $102,423-51.5% | $145,922-66.0% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 36.99% | 31.65%+5.3pp | 29.32%+7.7pp | 561.29%-524.3pp |
| Employer contribution / active EE | $2,583 | $3,615-28.5% | $3,023-14.6% | $4,660-44.6% |
| Participant deferral / active EE | $6,255 | $5,731+9.1% | $5,053+23.8% | $6,688-6.5% |
| Admin fee / account holder | $2,938 | $13,326-78.0% | $9,451-68.9% | $13,397-78.1% |