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 | $49,118 | $48,795+0.7% | $65,493-25.0% | $84,808-42.1% |
| Participation rate | 59.7% | 67.0%-7.3pp | 73.1%-13.4pp | 68.3%-8.6pp |
| Annual return | 14.55% | 20.20%-5.6pp | 982.45%-967.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,710 | $1,930-11.4% | $2,574-33.6% | $2,631-35.0% |
| Participant deferral / active EE | $3,246 | $2,928+10.9% | $3,961-18.0% | $4,212-22.9% |
| Admin fee / account holder | $1,175 | $3,877-69.7% | $5,028-76.6% | $7,344-84.0% |