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 | $30,627 | $51,175-40.2% | $70,515-56.6% | $75,163-59.3% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.3%-43.3pp | 67.2%-42.2pp |
| Annual return | 107.23% | 30.02%+77.2pp | 32.77%+74.5pp | 160.62%-53.4pp |
| Employer contribution / active EE | $654 | $1,826-64.2% | $2,973-78.0% | $2,670-75.5% |
| Participant deferral / active EE | $1,646 | $2,849-42.2% | $4,567-64.0% | $4,125-60.1% |
| Admin fee / account holder | $329 | $4,091-92.0% | $6,412-94.9% | $5,651-94.2% |