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 | $38,130 | $117,841-67.6% | $102,423-62.8% | $145,922-73.9% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 15.51% | 31.65%-16.1pp | 29.32%-13.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,780 | $3,615-50.8% | $3,023-41.1% | $4,660-61.8% |
| Participant deferral / active EE | $2,951 | $5,731-48.5% | $5,053-41.6% | $6,688-55.9% |
| Admin fee / account holder | $3,202 | $13,326-76.0% | $9,451-66.1% | $13,397-76.1% |