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 | $74,896 | $89,753-16.6% | $107,525-30.3% | $84,808-11.7% |
| Participation rate | 48.1% | 68.1%-20.0pp | 75.1%-27.0pp | 68.3%-20.3pp |
| Annual return | 25.48% | 29.48%-4.0pp | 181.32%-155.8pp | 40.90%-15.4pp |
| Employer contribution / active EE | $1,297 | $3,113-58.3% | $3,754-65.4% | $2,631-50.7% |
| Participant deferral / active EE | $2,506 | $4,056-38.2% | $5,116-51.0% | $4,212-40.5% |
| Admin fee / account holder | $2,804 | $7,222-61.2% | $8,919-68.6% | $7,344-61.8% |