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 8-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 | $43,662 | $96,635-54.8% | $86,612-49.6% | $139,434-68.7% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 17.40% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,280 | $3,263-60.8% | $3,022-57.7% | $4,751-73.1% |
| Participant deferral / active EE | $2,191 | $4,836-54.7% | $4,438-50.6% | $6,710-67.3% |
| Admin fee / account holder | $594 | $6,408-90.7% | $5,614-89.4% | $11,403-94.8% |