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 | $39,853 | $57,541-30.7% | $95,745-58.4% | $75,163-47.0% |
| Participation rate | 41.1% | 62.5%-21.4pp | 72.3%-31.2pp | 67.2%-26.1pp |
| Annual return | 176.22% | 34.93%+141.3pp | 28.35%+147.9pp | 160.62%+15.6pp |
| Employer contribution / active EE | $1,213 | $1,808-32.9% | $2,835-57.2% | $2,670-54.6% |
| Participant deferral / active EE | $3,492 | $3,074+13.6% | $4,245-17.7% | $4,125-15.4% |
| Admin fee / account holder | $386 | $4,099-90.6% | $5,678-93.2% | $5,651-93.2% |