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 | $38,409 | $165,335-76.8% | $149,696-74.3% | $158,922-75.8% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 11.49% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,983 | $5,103-61.1% | $4,644-57.3% | $4,761-58.4% |
| Participant deferral / active EE | $3,806 | $7,181-47.0% | $6,842-44.4% | $5,982-36.4% |
| Admin fee / account holder | $8,537 | $10,807-21.0% | $9,309-8.3% | $11,246-24.1% |