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 | $48,148 | $179,726-73.2% | $156,263-69.2% | $142,382-66.2% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.9%-22.7pp | 80.1%-23.9pp |
| Annual return | 11.12% | 77.86%-66.7pp | 59.47%-48.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,404 | $5,069-52.6% | $4,333-44.5% | $4,299-44.1% |
| Participant deferral / active EE | $3,208 | $6,956-53.9% | $6,158-47.9% | $6,507-50.7% |
| Admin fee / account holder | $886 | $17,272-94.9% | $14,255-93.8% | $12,624-93.0% |