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 7-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 | $39,194 | $56,053-30.1% | $75,972-48.4% | $80,856-51.5% |
| Participation rate | 65.1% | 62.0%+3.0pp | 69.1%-4.0pp | 67.6%-2.6pp |
| Annual return | 40.81% | 20.53%+20.3pp | 359.55%-318.7pp | 35.59%+5.2pp |
| Employer contribution / active EE | $1,546 | $1,874-17.5% | $2,685-42.4% | $2,755-43.9% |
| Participant deferral / active EE | $3,184 | $3,052+4.3% | $4,255-25.2% | $4,296-25.9% |
| Admin fee / account holder | $2,131 | $5,234-59.3% | $6,467-67.1% | $6,918-69.2% |