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 | $59,167 | $89,753-34.1% | $107,525-45.0% | $84,808-30.2% |
| Participation rate | 61.8% | 68.1%-6.2pp | 75.1%-13.2pp | 68.3%-6.5pp |
| Annual return | 17.19% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,940 | $3,113-37.7% | $3,754-48.3% | $2,631-26.3% |
| Participant deferral / active EE | $3,538 | $4,056-12.8% | $5,116-30.8% | $4,212-16.0% |
| Admin fee / account holder | $6,514 | $7,222-9.8% | $8,919-27.0% | $7,344-11.3% |