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 | $20,328 | $53,516-62.0% | $126,539-83.9% | $84,808-76.0% |
| Participation rate | 60.4% | 58.2%+2.2pp | 69.8%-9.4pp | 68.3%-7.9pp |
| Annual return | 21.01% | 58.34%-37.3pp | 425.95%-404.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,126 | $1,535+38.5% | $3,674-42.1% | $2,631-19.2% |
| Participant deferral / active EE | $3,949 | $2,671+47.9% | $4,083-3.3% | $4,212-6.2% |
| Admin fee / account holder | $3,544 | $4,497-21.2% | $6,065-41.6% | $7,344-51.7% |