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 | $32,833 | $115,770-71.6% | $101,248-67.6% | $158,922-79.3% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 17.86% | 56.14%-38.3pp | 46.47%-28.6pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,124 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $3,033 | $4,957-38.8% | $4,370-30.6% | $5,982-49.3% |
| Admin fee / account holder | $2,080 | $7,245-71.3% | $5,945-65.0% | $11,246-81.5% |