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 | $32,465 | $49,922-35.0% | $80,569-59.7% | $75,163-56.8% |
| Participation rate | 38.5% | 55.3%-16.8pp | 67.0%-28.5pp | 67.2%-28.7pp |
| Annual return | 20.64% | 34.69%-14.1pp | 935.43%-914.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,736 | $1,698+2.2% | $2,723-36.3% | $2,670-35.0% |
| Participant deferral / active EE | $4,076 | $2,990+36.3% | $4,447-8.3% | $4,125-1.2% |
| Admin fee / account holder | $4,427 | $3,577+23.8% | $5,377-17.7% | $5,651-21.7% |