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 3-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 | $41,023 | $49,922-17.8% | $80,569-49.1% | $75,163-45.4% |
| Participation rate | 30.2% | 55.3%-25.1pp | 67.0%-36.8pp | 67.2%-37.0pp |
| Annual return | 25.46% | 34.69%-9.2pp | 935.43%-910.0pp | 160.62%-135.2pp |
| Employer contribution / active EE | $709 | $1,698-58.2% | $2,723-74.0% | $2,670-73.4% |
| Participant deferral / active EE | $1,394 | $2,990-53.4% | $4,447-68.7% | $4,125-66.2% |
| Admin fee / account holder | $39,440 | $3,577+1002.6% | $5,377+633.5% | $5,651+597.9% |