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 7-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 | $68,924 | $73,360-6.0% | $177,989-61.3% | $74,495-7.5% |
| Participation rate | 47.2% | 66.6%-19.5pp | 77.1%-29.9pp | 67.2%-20.0pp |
| Annual return | 21.54% | 17.49%+4.0pp | 294.48%-272.9pp | 1364.94%-1343.4pp |
| Employer contribution / active EE | $915 | $2,216-58.7% | $3,949-76.8% | $2,623-65.1% |
| Participant deferral / active EE | $2,332 | $4,513-48.3% | $6,276-62.8% | $4,346-46.3% |
| Admin fee / account holder | $2,927 | $1,808+61.9% | $10,363-71.8% | $1,942+50.7% |