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 | $45,300 | $61,272-26.1% | $149,673-69.7% | $71,457-36.6% |
| Participation rate | 55.2% | 62.5%-7.3pp | 78.8%-23.5pp | 67.9%-12.7pp |
| Annual return | 24.23% | 35.85%-11.6pp | 134.42%-110.2pp | 28.85%-4.6pp |
| Employer contribution / active EE | $1,770 | $2,378-25.6% | $4,818-63.3% | $2,588-31.6% |
| Participant deferral / active EE | $3,574 | $2,917+22.5% | $5,680-37.1% | $4,289-16.7% |
| Admin fee / account holder | $2,716 | $1,261+115.3% | $13,210-79.4% | $1,587+71.1% |