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 | $40,857 | $91,190-55.2% | $178,490-77.1% | $79,858-48.8% |
| Participation rate | 51.6% | 69.2%-17.6pp | 81.9%-30.3pp | 69.6%-18.0pp |
| Annual return | 20.41% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,160 | $3,256-64.4% | $5,011-76.8% | $2,471-53.0% |
| Participant deferral / active EE | $2,583 | $3,236-20.2% | $5,202-50.3% | $3,740-30.9% |
| Admin fee / account holder | $749 | $6,751-88.9% | $13,984-94.6% | $5,306-85.9% |