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 | $63,019 | $39,019+61.5% | $80,716-21.9% | $85,850-26.6% |
| Participation rate | 32.7% | 41.5%-8.9pp | 54.2%-21.5pp | 69.3%-36.6pp |
| Annual return | 16.14% | 26.27%-10.1pp | 87.28%-71.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $271 | $722-62.4% | $1,160-76.6% | $2,565-89.4% |
| Participant deferral / active EE | $1,503 | $1,326+13.4% | $2,146-29.9% | $3,952-62.0% |
| Admin fee / account holder | $714 | $2,431-70.6% | $3,380-78.9% | $6,260-88.6% |