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 | $40,110 | $77,145-48.0% | $108,410-63.0% | $85,850-53.3% |
| Participation rate | 67.1% | 74.7%-7.5pp | 80.1%-13.0pp | 69.3%-2.2pp |
| Annual return | 18.06% | 44.54%-26.5pp | 905.27%-887.2pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,187 | $2,379-50.1% | $3,558-66.6% | $2,565-53.7% |
| Participant deferral / active EE | $7,425 | $5,566+33.4% | $6,563+13.1% | $3,952+87.9% |
| Admin fee / account holder | $3,857 | $5,172-25.4% | $7,295-47.1% | $6,260-38.4% |