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 | $42,217 | $69,207-39.0% | $64,056-34.1% | $139,434-69.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 16.04% | 45.88%-29.8pp | 33.69%-17.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,200 | $3,182-62.3% | $2,747-56.3% | $4,751-74.7% |
| Participant deferral / active EE | $12,084 | $4,682+158.1% | $3,880+211.4% | $6,710+80.1% |
| Admin fee / account holder | $2,710 | $4,244-36.2% | $3,068-11.7% | $11,403-76.2% |