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 9-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 | $69,598 | $117,841-40.9% | $102,423-32.0% | $145,922-52.3% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 12.68% | 31.65%-19.0pp | 29.32%-16.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,398 | $3,615-61.3% | $3,023-53.8% | $4,660-70.0% |
| Participant deferral / active EE | $3,236 | $5,731-43.5% | $5,053-36.0% | $6,688-51.6% |
| Admin fee / account holder | $535 | $13,326-96.0% | $9,451-94.3% | $13,397-96.0% |