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 8-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 | $48,705 | $103,376-52.9% | $87,100-44.1% | $152,861-68.1% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 67.70% | 28.10%+39.6pp | 28.19%+39.5pp | 345.32%-277.6pp |
| Employer contribution / active EE | $1,462 | $3,220-54.6% | $2,521-42.0% | $4,762-69.3% |
| Participant deferral / active EE | $5,696 | $4,778+19.2% | $4,049+40.7% | $5,850-2.6% |
| Admin fee / account holder | $429 | $12,205-96.5% | $7,497-94.3% | $11,596-96.3% |