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 | $61,415 | $79,171-22.4% | $102,423-40.0% | $74,495-17.6% |
| Participation rate | 63.2% | 74.8%-11.6pp | 76.5%-13.3pp | 67.2%-4.0pp |
| Annual return | 13.97% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,869 | $2,362-20.9% | $3,023-38.2% | $2,623-28.7% |
| Participant deferral / active EE | $3,463 | $4,415-21.6% | $5,053-31.5% | $4,346-20.3% |
| Admin fee / account holder | $565 | $2,001-71.8% | $9,451-94.0% | $1,942-70.9% |