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 | $35,867 | $197,591-81.8% | $177,821-79.8% | $158,922-77.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 9.57% | 58.76%-49.2pp | 48.32%-38.8pp | 302.83%-293.3pp |
| Employer contribution / active EE | $3,953 | $6,697-41.0% | $5,918-33.2% | $4,761-17.0% |
| Participant deferral / active EE | $5,044 | $8,405-40.0% | $7,714-34.6% | $5,982-15.7% |
| Admin fee / account holder | $11,001 | $15,399-28.6% | $12,427-11.5% | $11,246-2.2% |