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 | $50,894 | $101,317-49.8% | $146,958-65.4% | $74,495-31.7% |
| Participation rate | 61.8% | 75.5%-13.7pp | 82.2%-20.3pp | 67.2%-5.4pp |
| Annual return | 17.08% | 8730.91%-8713.8pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,859 | $3,810-25.0% | $4,933-42.1% | $2,623+9.0% |
| Participant deferral / active EE | $4,154 | $7,303-43.1% | $8,070-48.5% | $4,346-4.4% |
| Admin fee / account holder | $3,216 | $1,739+84.9% | $12,998-75.3% | $1,942+65.6% |