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 | $48,489 | $118,450-59.1% | $98,439-50.7% | $139,434-65.2% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 17.20% | 18.94%-1.7pp | 21.16%-4.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,561 | $3,609-56.7% | $3,048-48.8% | $4,751-67.1% |
| Participant deferral / active EE | $3,232 | $5,392-40.1% | $4,738-31.8% | $6,710-51.8% |
| Admin fee / account holder | $860 | $14,026-93.9% | $8,948-90.4% | $11,403-92.5% |