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 | $82,334 | $152,587-46.0% | $125,175-34.2% | $152,861-46.1% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.4%-49.1pp |
| Annual return | 18.70% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,334 | $4,946-73.0% | $3,865-65.5% | $4,762-72.0% |
| Participant deferral / active EE | $3,073 | $5,868-47.6% | $4,937-37.8% | $5,850-47.5% |
| Admin fee / account holder | $23,861 | $13,434+77.6% | $9,702+145.9% | $11,596+105.8% |