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 | $36,295 | $115,770-68.6% | $101,248-64.2% | $158,922-77.2% |
| Participation rate | 36.4% | 79.4%-43.0pp | 75.8%-39.4pp | 82.0%-45.6pp |
| Annual return | 24.73% | 56.14%-31.4pp | 46.47%-21.7pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,413 | $4,175-66.2% | $3,660-61.4% | $4,761-70.3% |
| Participant deferral / active EE | $3,076 | $4,957-38.0% | $4,370-29.6% | $5,982-48.6% |
| Admin fee / account holder | $1,564 | $7,245-78.4% | $5,945-73.7% | $11,246-86.1% |