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 | $42,889 | $48,230-11.1% | $67,502-36.5% | $80,856-47.0% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.6%-7.0pp |
| Annual return | 18.43% | 18.28%+0.2pp | 3512.12%-3493.7pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,481 | $2,020+22.8% | $2,731-9.1% | $2,755-9.9% |
| Participant deferral / active EE | $4,363 | $2,924+49.2% | $4,000+9.1% | $4,296+1.6% |
| Admin fee / account holder | $2,633 | $3,681-28.5% | $3,998-34.1% | $6,918-61.9% |