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 | $42,901 | $76,000-43.6% | $154,107-72.2% | $64,186-33.2% |
| Participation rate | 58.9% | 70.4%-11.5pp | 83.0%-24.1pp | 69.6%-10.6pp |
| Annual return | 6.68% | 30.32%-23.6pp | 735.12%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $898 | $3,351-73.2% | $5,298-83.0% | $2,381-62.3% |
| Participant deferral / active EE | $1,440 | $3,175-54.6% | $5,081-71.7% | $3,470-58.5% |
| Admin fee / account holder | $1,490 | $5,596-73.4% | $13,411-88.9% | $4,888-69.5% |