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 8-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 | $59,821 | $100,773-40.6% | $88,946-32.7% | $142,382-58.0% |
| Participation rate | 21.1% | 74.3%-53.2pp | 68.8%-47.8pp | 80.1%-59.1pp |
| Annual return | 14.40% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,712 | $2,918-41.3% | $2,555-33.0% | $4,299-60.2% |
| Participant deferral / active EE | $3,307 | $5,230-36.8% | $4,581-27.8% | $6,507-49.2% |
| Admin fee / account holder | $2,353 | $9,693-75.7% | $8,261-71.5% | $12,624-81.4% |