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 7-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 | $29,045 | $102,317-71.6% | $146,958-80.2% | $80,856-64.1% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.2%-29.0pp | 67.6%-14.5pp |
| Annual return | 15.91% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,274 | $3,713-38.8% | $4,933-53.9% | $2,755-17.5% |
| Participant deferral / active EE | $3,115 | $6,644-53.1% | $8,070-61.4% | $4,296-27.5% |
| Admin fee / account holder | $14,582 | $7,941+83.6% | $12,998+12.2% | $6,918+110.8% |