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 | $47,808 | $79,171-39.6% | $102,423-53.3% | $74,495-35.8% |
| Participation rate | 33.7% | 74.8%-41.1pp | 76.5%-42.8pp | 67.2%-33.5pp |
| Annual return | 14.35% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,120 | $2,362-52.6% | $3,023-62.9% | $2,623-57.3% |
| Participant deferral / active EE | $2,686 | $4,415-39.2% | $5,053-46.8% | $4,346-38.2% |
| Admin fee / account holder | $4,221 | $2,001+111.0% | $9,451-55.3% | $1,942+117.4% |