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 8-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 | $41,024 | $111,724-63.3% | $93,606-56.2% | $145,922-71.9% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 17.22% | 202.98%-185.8pp | 133.20%-116.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,408 | $3,090-22.1% | $2,420-0.5% | $4,660-48.3% |
| Participant deferral / active EE | $4,741 | $4,912-3.5% | $4,411+7.5% | $6,688-29.1% |
| Admin fee / account holder | $1,683 | $10,250-83.6% | $8,285-79.7% | $13,397-87.4% |