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 8-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 | $30,962 | $59,417-47.9% | $93,606-66.9% | $74,495-58.4% |
| Participation rate | 52.8% | 59.7%-6.9pp | 68.7%-15.9pp | 67.2%-14.4pp |
| Annual return | 15.94% | 81.83%-65.9pp | 133.20%-117.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,742 | $1,264+37.8% | $2,420-28.0% | $2,623-33.6% |
| Participant deferral / active EE | $3,491 | $3,050+14.4% | $4,411-20.9% | $4,346-19.7% |
| Admin fee / account holder | $2,384 | $3,021-21.1% | $8,285-71.2% | $1,942+22.8% |