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 4-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 | $36,560 | $79,171-53.8% | $102,423-64.3% | $74,495-50.9% |
| Participation rate | 43.8% | 74.8%-31.0pp | 76.5%-32.7pp | 67.2%-23.4pp |
| Annual return | 14.80% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,022 | $2,362-56.7% | $3,023-66.2% | $2,623-61.0% |
| Participant deferral / active EE | $2,299 | $4,415-47.9% | $5,053-54.5% | $4,346-47.1% |
| Admin fee / account holder | $3,881 | $2,001+94.0% | $9,451-58.9% | $1,942+99.9% |