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 | $37,039 | $159,901-76.8% | $146,958-74.8% | $145,922-74.6% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 16.34% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,558 | $5,286-51.6% | $4,933-48.1% | $4,660-45.1% |
| Participant deferral / active EE | $4,792 | $8,428-43.1% | $8,070-40.6% | $6,688-28.3% |
| Admin fee / account holder | $433 | $15,044-97.1% | $12,998-96.7% | $13,397-96.8% |