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 | $71,232 | $95,880-25.7% | $107,525-33.8% | $85,563-16.7% |
| Participation rate | 22.1% | 70.1%-48.0pp | 75.1%-52.9pp | 66.0%-43.8pp |
| Annual return | 17.16% | 68.06%-50.9pp | 181.32%-164.2pp | 31.51%-14.3pp |
| Employer contribution / active EE | $1,539 | $3,812-59.6% | $3,754-59.0% | $2,654-42.0% |
| Participant deferral / active EE | $2,599 | $4,201-38.1% | $5,116-49.2% | $4,375-40.6% |
| Admin fee / account holder | $5,117 | $1,025+399.0% | $8,919-42.6% | $834+513.4% |