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 | $36,954 | $93,571-60.5% | $135,903-72.8% | $75,163-50.8% |
| Participation rate | 56.0% | 75.2%-19.2pp | 81.9%-25.9pp | 67.2%-11.2pp |
| Annual return | 26.32% | 30.90%-4.6pp | 68.23%-41.9pp | 160.62%-134.3pp |
| Employer contribution / active EE | $880 | $3,537-75.1% | $4,856-81.9% | $2,670-67.0% |
| Participant deferral / active EE | $2,854 | $6,404-55.4% | $7,758-63.2% | $4,125-30.8% |
| Admin fee / account holder | $927 | $6,975-86.7% | $10,762-91.4% | $5,651-83.6% |