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 | $69,033 | $77,660-11.1% | $109,143-36.7% | $79,386-13.0% |
| Participation rate | 44.8% | 67.8%-23.0pp | 75.9%-31.1pp | 70.7%-25.9pp |
| Annual return | 15.50% | 23.44%-7.9pp | 25.75%-10.3pp | 116.85%-101.4pp |
| Employer contribution / active EE | $1,190 | $2,797-57.5% | $3,722-68.0% | $2,427-51.0% |
| Participant deferral / active EE | $2,088 | $3,518-40.6% | $4,653-55.1% | $4,046-48.4% |
| Admin fee / account holder | $1,250 | $732+70.7% | $6,752-81.5% | $626+99.5% |