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 6-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 | $74,685 | $93,571-20.2% | $135,903-45.0% | $75,163-0.6% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 21.08% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $2,245 | $3,537-36.5% | $4,856-53.8% | $2,670-15.9% |
| Participant deferral / active EE | $4,845 | $6,404-24.3% | $7,758-37.5% | $4,125+17.5% |
| Admin fee / account holder | $1,157 | $6,975-83.4% | $10,762-89.2% | $5,651-79.5% |