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 | $54,650 | $99,985-45.3% | $146,665-62.7% | $85,850-36.3% |
| Participation rate | 68.4% | 73.1%-4.7pp | 80.1%-11.7pp | 69.3%-0.9pp |
| Annual return | 17.11% | 18.93%-1.8pp | 22.74%-5.6pp | 318.53%-301.4pp |
| Employer contribution / active EE | $1,830 | $2,559-28.5% | $4,136-55.8% | $2,565-28.7% |
| Participant deferral / active EE | $3,276 | $4,006-18.2% | $5,506-40.5% | $3,952-17.1% |
| Admin fee / account holder | $2,373 | $7,702-69.2% | $10,280-76.9% | $6,260-62.1% |