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 | $42,492 | $77,314-45.0% | $177,989-76.1% | $80,856-47.4% |
| Participation rate | 65.6% | 65.7%-0.1pp | 77.1%-11.5pp | 67.6%-2.1pp |
| Annual return | 14.80% | 18.09%-3.3pp | 294.48%-279.7pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,325 | $2,292-42.2% | $3,949-66.5% | $2,755-51.9% |
| Participant deferral / active EE | $5,412 | $4,411+22.7% | $6,276-13.8% | $4,296+26.0% |
| Admin fee / account holder | $648 | $7,191-91.0% | $10,363-93.7% | $6,918-90.6% |