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 9-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 | $44,918 | $158,817-71.7% | $121,196-62.9% | $135,375-66.8% |
| Participation rate | 47.1% | 79.3%-32.2pp | 71.7%-24.7pp | 82.6%-35.6pp |
| Annual return | 4.61% | -0.64%+5.2pp | 16.93%-12.3pp | 519.73%-515.1pp |
| Employer contribution / active EE | $838 | $5,665-85.2% | $4,022-79.2% | $4,779-82.5% |
| Participant deferral / active EE | $2,948 | $4,005-26.4% | $3,344-11.8% | $5,609-47.4% |
| Admin fee / account holder | $10,868 | $6,512+66.9% | $5,019+116.5% | $10,827+0.4% |