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 | $61,365 | $95,971-36.1% | $74,550-17.7% | $135,375-54.7% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 6.57% | 56.96%-50.4pp | 32.53%-26.0pp | 519.73%-513.2pp |
| Employer contribution / active EE | $1,289 | $2,716-52.6% | $1,961-34.3% | $4,779-73.0% |
| Participant deferral / active EE | $3,891 | $3,843+1.2% | $3,108+25.2% | $5,609-30.6% |
| Admin fee / account holder | $465 | $6,522-92.9% | $5,060-90.8% | $10,827-95.7% |