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 | $35,695 | $112,881-68.4% | $90,951-60.8% | $158,922-77.5% |
| Participation rate | 45.8% | 74.7%-28.9pp | 69.0%-23.2pp | 82.0%-36.1pp |
| Annual return | 5.51% | 215.79%-210.3pp | 134.60%-129.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,359 | $2,893-18.4% | $2,122+11.2% | $4,761-50.4% |
| Participant deferral / active EE | $3,575 | $4,128-13.4% | $3,373+6.0% | $5,982-40.2% |
| Admin fee / account holder | $9,154 | $8,041+13.8% | $5,959+53.6% | $11,246-18.6% |