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 | $61,674 | $79,171-22.1% | $102,423-39.8% | $74,495-17.2% |
| Participation rate | 37.7% | 74.8%-37.1pp | 76.5%-38.8pp | 67.2%-29.5pp |
| Annual return | 17.65% | 54.93%-37.3pp | 29.32%-11.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,407 | $2,362-40.4% | $3,023-53.5% | $2,623-46.4% |
| Participant deferral / active EE | $3,258 | $4,415-26.2% | $5,053-35.5% | $4,346-25.0% |
| Admin fee / account holder | $2,913 | $2,001+45.6% | $9,451-69.2% | $1,942+50.0% |