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 | $37,415 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 45.9% | 75.8%-29.9pp | 82.2%-36.3pp | 67.6%-21.7pp |
| Annual return | 13.55% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,452 | $3,713-60.9% | $4,933-70.6% | $2,755-47.3% |
| Participant deferral / active EE | $3,568 | $6,644-46.3% | $8,070-55.8% | $4,296-16.9% |
| Admin fee / account holder | $7,705 | $7,941-3.0% | $12,998-40.7% | $6,918+11.4% |