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 | $38,331 | $106,890-64.1% | $84,015-54.4% | $152,861-74.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 27.65% | 104.99%-77.3pp | 71.31%-43.7pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,583 | $2,734-42.1% | $1,983-20.2% | $4,762-66.8% |
| Participant deferral / active EE | $2,855 | $4,011-28.8% | $3,239-11.8% | $5,850-51.2% |
| Admin fee / account holder | $3,108 | $8,285-62.5% | $6,101-49.1% | $11,596-73.2% |