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 7-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 | $29,954 | $58,208-48.5% | $81,812-63.4% | $80,856-63.0% |
| Participation rate | 48.6% | 63.4%-14.8pp | 72.3%-23.8pp | 67.6%-19.1pp |
| Annual return | 13.77% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,178 | $2,340-49.6% | $2,912-59.5% | $2,755-57.2% |
| Participant deferral / active EE | $1,943 | $3,281-40.8% | $4,319-55.0% | $4,296-54.8% |
| Admin fee / account holder | $1,041 | $4,981-79.1% | $7,386-85.9% | $6,918-85.0% |