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 | $32,993 | $89,753-63.2% | $107,525-69.3% | $84,808-61.1% |
| Participation rate | 52.5% | 68.1%-15.6pp | 75.1%-22.6pp | 68.3%-15.8pp |
| Annual return | 18.52% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,730 | $3,113-44.4% | $3,754-53.9% | $2,631-34.2% |
| Participant deferral / active EE | $4,346 | $4,056+7.1% | $5,116-15.0% | $4,212+3.2% |
| Admin fee / account holder | $597 | $7,222-91.7% | $8,919-93.3% | $7,344-91.9% |