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 | $30,138 | $56,114-46.3% | $96,139-68.7% | $85,850-64.9% |
| Participation rate | 35.5% | 56.7%-21.2pp | 68.4%-33.0pp | 69.3%-33.8pp |
| Annual return | 14.42% | 42.30%-27.9pp | 191.94%-177.5pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,480 | $1,620-8.6% | $2,797-47.1% | $2,565-42.3% |
| Participant deferral / active EE | $4,515 | $2,859+57.9% | $4,349+3.8% | $3,952+14.3% |
| Admin fee / account holder | $8,226 | $3,768+118.3% | $5,537+48.6% | $6,260+31.4% |