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 | $42,567 | $70,669-39.8% | $169,368-74.9% | $75,163-43.4% |
| Participation rate | 60.6% | 64.8%-4.2pp | 77.1%-16.5pp | 67.2%-6.6pp |
| Annual return | 18.15% | 36.36%-18.2pp | 405.60%-387.5pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,904 | $2,211-13.9% | $4,013-52.6% | $2,670-28.7% |
| Participant deferral / active EE | $3,809 | $4,311-11.6% | $6,221-38.8% | $4,125-7.7% |
| Admin fee / account holder | $1,363 | $5,402-74.8% | $9,003-84.9% | $5,651-75.9% |