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 | $53,040 | $159,602-66.8% | $150,045-64.7% | $142,382-62.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 16.35% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,283 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $4,124 | $8,310-50.4% | $7,997-48.4% | $6,507-36.6% |
| Admin fee / account holder | $4,676 | $14,846-68.5% | $13,435-65.2% | $12,624-63.0% |