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 | $47,394 | $48,230-1.7% | $67,502-29.8% | $80,856-41.4% |
| Participation rate | 63.1% | 66.4%-3.3pp | 72.9%-9.8pp | 67.6%-4.6pp |
| Annual return | 14.99% | 18.28%-3.3pp | 3512.12%-3497.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,678 | $2,924+25.8% | $4,000-8.1% | $4,296-14.4% |
| Admin fee / account holder | $3,572 | $3,681-3.0% | $3,998-10.7% | $6,918-48.4% |