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 | $33,496 | $99,918-66.5% | $81,382-58.8% | $145,922-77.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 10.12% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,108 | $2,978-29.2% | $2,463-14.4% | $4,660-54.8% |
| Participant deferral / active EE | $2,571 | $4,605-44.2% | $3,883-33.8% | $6,688-61.6% |
| Admin fee / account holder | $3,279 | $8,212-60.1% | $5,768-43.2% | $13,397-75.5% |