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 | $31,893 | $53,516-40.4% | $126,539-74.8% | $84,808-62.4% |
| Participation rate | 34.8% | 58.2%-23.5pp | 69.8%-35.0pp | 68.3%-33.5pp |
| Annual return | 18.03% | 58.34%-40.3pp | 425.95%-407.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,628 | $1,535+6.1% | $3,674-55.7% | $2,631-38.1% |
| Participant deferral / active EE | $1,975 | $2,671-26.0% | $4,083-51.6% | $4,212-53.1% |
| Admin fee / account holder | $545 | $4,497-87.9% | $6,065-91.0% | $7,344-92.6% |