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 8-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 | $39,291 | $112,881-65.2% | $90,951-56.8% | $158,922-75.3% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 14.60% | 215.79%-201.2pp | 134.60%-120.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $656 | $2,893-77.3% | $2,122-69.1% | $4,761-86.2% |
| Participant deferral / active EE | $3,012 | $4,128-27.0% | $3,373-10.7% | $5,982-49.7% |
| Admin fee / account holder | $1,390 | $8,041-82.7% | $5,959-76.7% | $11,246-87.6% |