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 | $55,766 | $77,899-28.4% | $149,673-62.7% | $75,163-25.8% |
| Participation rate | 58.8% | 65.6%-6.8pp | 78.8%-19.9pp | 67.2%-8.4pp |
| Annual return | 19.24% | 31.72%-12.5pp | 134.42%-115.2pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,009 | $3,137-36.0% | $4,818-58.3% | $2,670-24.8% |
| Participant deferral / active EE | $5,251 | $3,411+53.9% | $5,680-7.6% | $4,125+27.3% |
| Admin fee / account holder | $329 | $5,956-94.5% | $13,210-97.5% | $5,651-94.2% |