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 | $67,142 | $115,882-42.1% | $100,516-33.2% | $158,922-57.8% |
| Participation rate | 33.3% | 81.6%-48.2pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 20.92% | 34.79%-13.9pp | 30.89%-10.0pp | 302.83%-281.9pp |
| Employer contribution / active EE | $790 | $4,103-80.8% | $3,418-76.9% | $4,761-83.4% |
| Participant deferral / active EE | $3,144 | $6,674-52.9% | $6,270-49.9% | $5,982-47.4% |
| Admin fee / account holder | $301 | $10,995-97.3% | $8,081-96.3% | $11,246-97.3% |