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 9-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 | $29,831 | $102,317-70.8% | $146,958-79.7% | $80,856-63.1% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 16.38% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,577 | $3,713-57.5% | $4,933-68.0% | $2,755-42.7% |
| Participant deferral / active EE | $3,649 | $6,644-45.1% | $8,070-54.8% | $4,296-15.1% |
| Admin fee / account holder | $390 | $7,941-95.1% | $12,998-97.0% | $6,918-94.4% |