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 10-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 | $38,377 | $102,317-62.5% | $146,958-73.9% | $80,856-52.5% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,115 | $3,713-70.0% | $4,933-77.4% | $2,755-59.5% |
| Participant deferral / active EE | $3,566 | $6,644-46.3% | $8,070-55.8% | $4,296-17.0% |
| Admin fee / account holder | $1,745 | $7,941-78.0% | $12,998-86.6% | $6,918-74.8% |