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 | $39,426 | $115,770-65.9% | $101,248-61.1% | $158,922-75.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 15.69% | 56.14%-40.4pp | 46.47%-30.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,268 | $4,175-45.7% | $3,660-38.0% | $4,761-52.4% |
| Participant deferral / active EE | $5,274 | $4,957+6.4% | $4,370+20.7% | $5,982-11.8% |
| Admin fee / account holder | $1,353 | $7,245-81.3% | $5,945-77.2% | $11,246-88.0% |