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 | $38,591 | $56,053-31.2% | $75,972-49.2% | $80,856-52.3% |
| Participation rate | 32.3% | 62.0%-29.8pp | 69.1%-36.8pp | 67.6%-35.4pp |
| Annual return | 13.83% | 20.53%-6.7pp | 359.55%-345.7pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,135 | $1,874-39.4% | $2,685-57.7% | $2,755-58.8% |
| Participant deferral / active EE | $2,476 | $3,052-18.9% | $4,255-41.8% | $4,296-42.4% |
| Admin fee / account holder | $13,418 | $5,234+156.4% | $6,467+107.5% | $6,918+94.0% |