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 | $55,675 | $88,083-36.8% | $164,813-66.2% | $74,495-25.3% |
| Participation rate | 56.6% | 73.0%-16.4pp | 78.6%-22.0pp | 67.2%-10.6pp |
| Annual return | 16.14% | 17.26%-1.1pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,285 | $2,593-11.9% | $4,341-47.4% | $2,623-12.9% |
| Participant deferral / active EE | $4,267 | $4,498-5.1% | $6,031-29.3% | $4,346-1.8% |
| Admin fee / account holder | $8,623 | $2,234+286.1% | $12,690-32.0% | $1,942+344.1% |