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 | $52,536 | $60,022-12.5% | $88,946-40.9% | $84,808-38.1% |
| Participation rate | 28.3% | 57.8%-29.5pp | 68.8%-40.5pp | 68.3%-40.0pp |
| Annual return | 47.33% | 22.43%+24.9pp | 57.82%-10.5pp | 40.90%+6.4pp |
| Employer contribution / active EE | $475 | $1,703-72.1% | $2,555-81.4% | $2,631-82.0% |
| Participant deferral / active EE | $974 | $3,114-68.7% | $4,581-78.7% | $4,212-76.9% |
| Admin fee / account holder | $397 | $4,811-91.7% | $8,261-95.2% | $7,344-94.6% |