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 7-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 | $42,095 | $55,415-24.0% | $155,509-72.9% | $74,495-43.5% |
| Participation rate | 14.6% | 61.9%-47.3pp | 78.2%-63.6pp | 67.2%-52.6pp |
| Annual return | 13.37% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $491 | $2,267-78.3% | $4,672-89.5% | $2,623-81.3% |
| Participant deferral / active EE | $1,302 | $2,836-54.1% | $5,626-76.9% | $4,346-70.0% |
| Admin fee / account holder | $1,656 | $1,738-4.7% | $15,912-89.6% | $1,942-14.7% |