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 7-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 | $44,183 | $81,625-45.9% | $167,512-73.6% | $74,304-40.5% |
| Participation rate | 58.4% | 60.0%-1.6pp | 77.1%-18.6pp | 60.3%-1.9pp |
| Annual return | 29.33% | 26.09%+3.2pp | 1615.79%-1586.5pp | 29.43%-0.1pp |
| Employer contribution / active EE | $2,137 | $2,010+6.3% | $3,882-45.0% | $2,241-4.7% |
| Participant deferral / active EE | $7,409 | $4,115+80.1% | $6,405+15.7% | $3,767+96.7% |
| Admin fee / account holder | $7,630 | $3,474+119.6% | $9,769-21.9% | $2,969+157.0% |