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 | $54,487 | $106,515-48.8% | $96,683-43.6% | $139,434-60.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.01% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,221 | $4,103-45.9% | $3,737-40.6% | $4,751-53.2% |
| Participant deferral / active EE | $4,008 | $5,454-26.5% | $4,878-17.8% | $6,710-40.3% |
| Admin fee / account holder | $629 | $7,877-92.0% | $6,730-90.7% | $11,403-94.5% |