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 | $39,289 | $109,982-64.3% | $97,226-59.6% | $145,922-73.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 11.34% | 242.90%-231.6pp | 75.13%-63.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,472 | $3,084-52.3% | $2,729-46.1% | $4,660-68.4% |
| Participant deferral / active EE | $2,651 | $4,676-43.3% | $4,264-37.8% | $6,688-60.4% |
| Admin fee / account holder | $6,032 | $6,221-3.0% | $5,654+6.7% | $13,397-55.0% |