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 | $45,373 | $101,317-55.2% | $146,958-69.1% | $74,495-39.1% |
| Participation rate | 46.4% | 75.5%-29.2pp | 82.2%-35.8pp | 67.2%-20.8pp |
| Annual return | 20.83% | 8730.91%-8710.1pp | 418.34%-397.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,698 | $3,810-55.4% | $4,933-65.6% | $2,623-35.3% |
| Participant deferral / active EE | $3,711 | $7,303-49.2% | $8,070-54.0% | $4,346-14.6% |
| Admin fee / account holder | $2,643 | $1,739+52.0% | $12,998-79.7% | $1,942+36.1% |