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 | $67,786 | $48,795+38.9% | $65,493+3.5% | $84,808-20.1% |
| Participation rate | 57.1% | 67.0%-9.8pp | 73.1%-16.0pp | 68.3%-11.2pp |
| Annual return | 15.44% | 20.20%-4.8pp | 982.45%-967.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,911 | $1,930-1.0% | $2,574-25.8% | $2,631-27.4% |
| Participant deferral / active EE | $3,409 | $2,928+16.4% | $3,961-13.9% | $4,212-19.1% |
| Admin fee / account holder | $4,168 | $3,877+7.5% | $5,028-17.1% | $7,344-43.2% |