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 | $33,929 | $102,317-66.8% | $146,958-76.9% | $80,856-58.0% |
| Participation rate | 60.7% | 75.8%-15.2pp | 82.2%-21.5pp | 67.6%-7.0pp |
| Annual return | 13.20% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,278 | $3,713-65.6% | $4,933-74.1% | $2,755-53.6% |
| Participant deferral / active EE | $2,646 | $6,644-60.2% | $8,070-67.2% | $4,296-38.4% |
| Admin fee / account holder | $5,975 | $7,941-24.8% | $12,998-54.0% | $6,918-13.6% |