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 7-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 | $51,930 | $115,882-55.2% | $100,516-48.3% | $158,922-67.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 16.96% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,005 | $4,103-75.5% | $3,418-70.6% | $4,761-78.9% |
| Participant deferral / active EE | $8,835 | $6,674+32.4% | $6,270+40.9% | $5,982+47.7% |
| Admin fee / account holder | $3,842 | $10,995-65.1% | $8,081-52.5% | $11,246-65.8% |