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 6-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 | $37,450 | $111,754-66.5% | $103,333-63.8% | $145,922-74.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 18.55% | 24.77%-6.2pp | 24.88%-6.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,781 | $4,212-57.7% | $3,868-54.0% | $4,660-61.8% |
| Participant deferral / active EE | $2,932 | $5,619-47.8% | $5,057-42.0% | $6,688-56.2% |
| Admin fee / account holder | $2,162 | $9,750-77.8% | $8,355-74.1% | $13,397-83.9% |