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 | $34,237 | $61,774-44.6% | $97,226-64.8% | $80,856-57.7% |
| Participation rate | 45.3% | 63.5%-18.2pp | 72.7%-27.3pp | 67.6%-22.3pp |
| Annual return | 13.97% | -557.90%+571.9pp | 75.13%-61.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,521 | $1,837-17.2% | $2,729-44.3% | $2,755-44.8% |
| Participant deferral / active EE | $3,460 | $3,029+14.2% | $4,264-18.8% | $4,296-19.4% |
| Admin fee / account holder | $1,599 | $5,166-69.0% | $5,654-71.7% | $6,918-76.9% |