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 | $35,223 | $56,114-37.2% | $96,139-63.4% | $85,850-59.0% |
| Participation rate | 68.2% | 56.7%+11.5pp | 68.4%-0.3pp | 69.3%-1.1pp |
| Annual return | 18.66% | 42.30%-23.6pp | 191.94%-173.3pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,791 | $1,620+10.6% | $2,797-36.0% | $2,565-30.2% |
| Participant deferral / active EE | $4,269 | $2,859+49.3% | $4,349-1.8% | $3,952+8.0% |
| Admin fee / account holder | $9,592 | $3,768+154.6% | $5,537+73.2% | $6,260+53.2% |