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 | $30,881 | $106,515-71.0% | $96,683-68.1% | $139,434-77.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 19.45% | 38.43%-19.0pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,857 | $4,103-54.8% | $3,737-50.3% | $4,751-60.9% |
| Participant deferral / active EE | $4,393 | $5,454-19.5% | $4,878-9.9% | $6,710-34.5% |
| Admin fee / account holder | $2,735 | $7,877-65.3% | $6,730-59.4% | $11,403-76.0% |