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 | $51,969 | $77,314-32.8% | $177,989-70.8% | $80,856-35.7% |
| Participation rate | 60.6% | 65.7%-5.1pp | 77.1%-16.5pp | 67.6%-7.0pp |
| Annual return | 13.35% | 18.09%-4.7pp | 294.48%-281.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,084 | $2,292-9.1% | $3,949-47.2% | $2,755-24.4% |
| Participant deferral / active EE | $4,354 | $4,411-1.3% | $6,276-30.6% | $4,296+1.4% |
| Admin fee / account holder | $428 | $7,191-94.1% | $10,363-95.9% | $6,918-93.8% |