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 | $65,126 | $68,547-5.0% | $120,354-45.9% | $80,856-19.5% |
| Participation rate | 50.7% | 61.6%-10.9pp | 71.9%-21.2pp | 67.6%-16.9pp |
| Annual return | 17.79% | 23.60%-5.8pp | 107.15%-89.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,357 | $2,051-33.8% | $3,463-60.8% | $2,755-50.7% |
| Participant deferral / active EE | $2,586 | $3,173-18.5% | $4,991-48.2% | $4,296-39.8% |
| Admin fee / account holder | $5,339 | $5,732-6.9% | $9,423-43.3% | $6,918-22.8% |