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 | $67,167 | $86,286-22.2% | $111,297-39.7% | $85,850-21.8% |
| Participation rate | 59.0% | 73.3%-14.3pp | 77.3%-18.3pp | 69.3%-10.3pp |
| Annual return | 16.12% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $981 | $2,043-52.0% | $2,731-64.1% | $2,565-61.8% |
| Participant deferral / active EE | $4,080 | $3,641+12.1% | $4,487-9.1% | $3,952+3.2% |
| Admin fee / account holder | $1,814 | $8,188-77.8% | $7,964-77.2% | $6,260-71.0% |