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 | $34,344 | $176,812-80.6% | $146,665-76.6% | $167,490-79.5% |
| Participation rate | 52.4% | 83.6%-31.2pp | 80.1%-27.7pp | 82.1%-29.7pp |
| Annual return | 18.17% | 24.03%-5.9pp | 22.74%-4.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,848 | $5,160-64.2% | $4,136-55.3% | $4,837-61.8% |
| Participant deferral / active EE | $4,657 | $6,440-27.7% | $5,506-15.4% | $6,341-26.6% |
| Admin fee / account holder | $330 | $13,259-97.5% | $10,280-96.8% | $12,309-97.3% |