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 6-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 | $54,906 | $76,367-28.1% | $93,606-41.3% | $72,985-24.8% |
| Participation rate | 64.7% | 71.7%-7.0pp | 75.8%-11.1pp | 69.5%-4.8pp |
| Annual return | 172.49% | 25.82%+146.7pp | 32.76%+139.7pp | 81.00%+91.5pp |
| Employer contribution / active EE | $1,099 | $2,275-51.7% | $2,718-59.6% | $2,440-55.0% |
| Participant deferral / active EE | $1,357 | $3,538-61.6% | $4,069-66.7% | $3,607-62.4% |
| Admin fee / account holder | $774 | $6,838-88.7% | $7,888-90.2% | $5,124-84.9% |