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 | $37,146 | $111,754-66.8% | $103,333-64.1% | $145,922-74.5% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 13.43% | 24.77%-11.3pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,179 | $4,212-72.0% | $3,868-69.5% | $4,660-74.7% |
| Participant deferral / active EE | $1,941 | $5,619-65.5% | $5,057-61.6% | $6,688-71.0% |
| Admin fee / account holder | $2,087 | $9,750-78.6% | $8,355-75.0% | $13,397-84.4% |