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 9-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 | $41,111 | $93,373-56.0% | $152,466-73.0% | $85,850-52.1% |
| Participation rate | 45.0% | 70.1%-25.1pp | 78.2%-33.2pp | 69.3%-24.3pp |
| Annual return | 16.74% | 21.84%-5.1pp | 757.33%-740.6pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,756 | $2,996-8.0% | $4,327-36.3% | $2,565+7.5% |
| Participant deferral / active EE | $6,035 | $4,550+32.6% | $5,820+3.7% | $3,952+52.7% |
| Admin fee / account holder | $7,490 | $13,853-45.9% | $15,805-52.6% | $6,260+19.6% |