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 | $34,806 | $59,417-41.4% | $93,606-62.8% | $74,495-53.3% |
| Participation rate | 48.1% | 59.7%-11.5pp | 68.7%-20.6pp | 67.2%-19.1pp |
| Annual return | 13.51% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $644 | $1,264-49.0% | $2,420-73.4% | $2,623-75.4% |
| Participant deferral / active EE | $2,820 | $3,050-7.6% | $4,411-36.1% | $4,346-35.1% |
| Admin fee / account holder | $2,619 | $3,021-13.3% | $8,285-68.4% | $1,942+34.9% |