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 6-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 | $35,360 | $89,753-60.6% | $107,525-67.1% | $84,808-58.3% |
| Participation rate | 47.6% | 68.1%-20.4pp | 75.1%-27.5pp | 68.3%-20.7pp |
| Annual return | 19.12% | 29.48%-10.4pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,511 | $3,113-51.5% | $3,754-59.8% | $2,631-42.6% |
| Participant deferral / active EE | $3,338 | $4,056-17.7% | $5,116-34.8% | $4,212-20.7% |
| Admin fee / account holder | $973 | $7,222-86.5% | $8,919-89.1% | $7,344-86.8% |