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 | $30,730 | $48,335-36.4% | $121,098-74.6% | $71,457-57.0% |
| Participation rate | 45.5% | 54.3%-8.8pp | 69.5%-24.0pp | 67.9%-22.5pp |
| Annual return | 23.18% | 23.32%-0.1pp | 985.75%-962.6pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,277 | $1,489-14.3% | $4,164-69.3% | $2,588-50.7% |
| Participant deferral / active EE | $2,182 | $2,754-20.8% | $4,080-46.5% | $4,289-49.1% |
| Admin fee / account holder | $625 | $1,841-66.1% | $5,644-88.9% | $1,587-60.6% |