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 | $27,899 | $102,317-72.7% | $146,958-81.0% | $80,856-65.5% |
| Participation rate | 59.1% | 75.8%-16.7pp | 82.2%-23.1pp | 67.6%-8.5pp |
| Annual return | 14.42% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,372 | $3,713-36.1% | $4,933-51.9% | $2,755-13.9% |
| Participant deferral / active EE | $4,346 | $6,644-34.6% | $8,070-46.2% | $4,296+1.2% |
| Admin fee / account holder | $1,092 | $7,941-86.3% | $12,998-91.6% | $6,918-84.2% |