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 3-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 | $38,092 | $107,452-64.6% | $91,541-58.4% | $142,382-73.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 40.63% | 22.06%+18.6pp | 20.50%+20.1pp | 217.08%-176.4pp |
| Employer contribution / active EE | $8,604 | $2,994+187.4% | $2,505+243.5% | $4,299+100.1% |
| Participant deferral / active EE | $12,618 | $4,754+165.4% | $4,008+214.8% | $6,507+93.9% |
| Admin fee / account holder | $4,771 | $8,834-46.0% | $6,956-31.4% | $12,624-62.2% |