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 7-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 | $33,263 | $114,381-70.9% | $107,525-69.1% | $142,382-76.6% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.1%-27.5pp | 80.1%-32.5pp |
| Annual return | 12.43% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,364 | $4,015-41.1% | $3,754-37.0% | $4,299-45.0% |
| Participant deferral / active EE | $4,888 | $5,564-12.1% | $5,116-4.4% | $6,507-24.9% |
| Admin fee / account holder | $16,798 | $9,860+70.4% | $8,919+88.3% | $12,624+33.1% |