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 10-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 | $36,470 | $79,171-53.9% | $102,423-64.4% | $74,495-51.0% |
| Participation rate | 57.9% | 74.8%-16.9pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 23.67% | 54.93%-31.3pp | 29.32%-5.7pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $1,430 | $2,362-39.5% | $3,023-52.7% | $2,623-45.5% |
| Participant deferral / active EE | $14,802 | $4,415+235.2% | $5,053+192.9% | $4,346+240.6% |
| Admin fee / account holder | $721 | $2,001-64.0% | $9,451-92.4% | $1,942-62.9% |