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 | $41,243 | $117,983-65.0% | $101,794-59.5% | $142,382-71.0% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 18.59% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,337 | $2,773-51.8% | $2,289-41.6% | $4,299-68.9% |
| Participant deferral / active EE | $9,806 | $4,714+108.0% | $4,084+140.1% | $6,507+50.7% |
| Admin fee / account holder | $31,556 | $10,433+202.5% | $8,777+259.5% | $12,624+150.0% |