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 6-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 | $28,409 | $100,326-71.7% | $180,183-84.2% | $84,808-66.5% |
| Participation rate | 39.3% | 71.0%-31.7pp | 77.4%-38.2pp | 68.3%-29.0pp |
| Annual return | 13.00% | 17.86%-4.9pp | 27.86%-14.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,075 | $3,269+24.6% | $5,039-19.1% | $2,631+54.9% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $815 | $9,674-91.6% | $19,975-95.9% | $7,344-88.9% |