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 | $50,574 | $197,591-74.4% | $177,821-71.6% | $158,922-68.2% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.7%-18.2pp | 82.0%-12.4pp |
| Annual return | 25.54% | 58.76%-33.2pp | 48.32%-22.8pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,638 | $6,697-45.7% | $5,918-38.5% | $4,761-23.6% |
| Participant deferral / active EE | $5,899 | $8,405-29.8% | $7,714-23.5% | $5,982-1.4% |
| Admin fee / account holder | $4,930 | $15,399-68.0% | $12,427-60.3% | $11,246-56.2% |