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 | $28,799 | $52,279-44.9% | $89,391-67.8% | $79,858-63.9% |
| Participation rate | 68.6% | 57.5%+11.0pp | 68.0%+0.6pp | 69.6%-1.1pp |
| Annual return | 178.68% | 22.16%+156.5pp | 245.62%-66.9pp | 31.71%+147.0pp |
| Employer contribution / active EE | $847 | $1,572-46.1% | $2,586-67.2% | $2,471-65.7% |
| Participant deferral / active EE | $2,087 | $2,740-23.8% | $3,890-46.3% | $3,740-44.2% |
| Admin fee / account holder | $3,378 | $3,356+0.6% | $4,881-30.8% | $5,306-36.3% |