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 9-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 | $20,394 | $57,281-64.4% | $86,612-76.5% | $75,163-72.9% |
| Participation rate | 43.1% | 63.2%-20.1pp | 71.7%-28.6pp | 67.2%-24.1pp |
| Annual return | 16.75% | 2670.75%-2654.0pp | 591.07%-574.3pp | 160.62%-143.9pp |
| Employer contribution / active EE | $947 | $2,314-59.1% | $3,022-68.7% | $2,670-64.5% |
| Participant deferral / active EE | $1,612 | $3,318-51.4% | $4,438-63.7% | $4,125-60.9% |
| Admin fee / account holder | $3,053 | $4,112-25.8% | $5,614-45.6% | $5,651-46.0% |