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 | $49,165 | $133,922-63.3% | $116,228-57.7% | $142,382-65.5% |
| Participation rate | 56.5% | 77.9%-21.3pp | 74.6%-18.0pp | 80.1%-23.6pp |
| Annual return | 18.12% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,853 | $3,446-46.2% | $2,994-38.1% | $4,299-56.9% |
| Participant deferral / active EE | $4,565 | $5,672-19.5% | $4,953-7.8% | $6,507-29.8% |
| Admin fee / account holder | $3,081 | $14,945-79.4% | $11,989-74.3% | $12,624-75.6% |