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 | $36,750 | $89,355-58.9% | $141,162-74.0% | $72,985-49.6% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.8pp | 69.5%-3.9pp |
| Annual return | 23.81% | 111.85%-88.0pp | 71.39%-47.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,682 | $3,114+50.3% | $4,735-1.1% | $2,440+91.9% |
| Participant deferral / active EE | $9,419 | $5,418+73.8% | $6,709+40.4% | $3,607+161.1% |
| Admin fee / account holder | $4,250 | $5,958-28.7% | $10,261-58.6% | $5,124-17.1% |