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 | $33,746 | $117,983-71.4% | $101,794-66.8% | $142,382-76.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 17.48% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,056 | $2,773-25.9% | $2,289-10.2% | $4,299-52.2% |
| Participant deferral / active EE | $3,493 | $4,714-25.9% | $4,084-14.5% | $6,507-46.3% |
| Admin fee / account holder | $22,610 | $10,433+116.7% | $8,777+157.6% | $12,624+79.1% |