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 | $40,259 | $73,360-45.1% | $177,989-77.4% | $74,495-46.0% |
| Participation rate | 38.1% | 66.6%-28.5pp | 77.1%-39.0pp | 67.2%-29.1pp |
| Annual return | 15.83% | 17.49%-1.7pp | 294.48%-278.6pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,180 | $2,216-46.8% | $3,949-70.1% | $2,623-55.0% |
| Participant deferral / active EE | $2,129 | $4,513-52.8% | $6,276-66.1% | $4,346-51.0% |
| Admin fee / account holder | $731 | $1,808-59.6% | $10,363-92.9% | $1,942-62.4% |