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 6-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 | $45,444 | $117,841-61.4% | $102,423-55.6% | $145,922-68.9% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.0pp |
| Annual return | 10.82% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $3,023-59.4% | $4,660-73.6% |
| Participant deferral / active EE | $4,659 | $5,731-18.7% | $5,053-7.8% | $6,688-30.3% |
| Admin fee / account holder | $3,231 | $13,326-75.8% | $9,451-65.8% | $13,397-75.9% |