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 | $84,696 | $106,890-20.8% | $84,015+0.8% | $152,861-44.6% |
| Participation rate | 41.2% | 75.2%-34.1pp | 69.0%-27.8pp | 82.4%-41.3pp |
| Annual return | 19.60% | 104.99%-85.4pp | 71.31%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $521 | $2,734-81.0% | $1,983-73.8% | $4,762-89.1% |
| Participant deferral / active EE | $2,384 | $4,011-40.6% | $3,239-26.4% | $5,850-59.2% |
| Admin fee / account holder | $570 | $8,285-93.1% | $6,101-90.7% | $11,596-95.1% |