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 | $41,141 | $77,899-47.2% | $149,673-72.5% | $75,163-45.3% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 14.47% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,056 | $3,137-66.3% | $4,818-78.1% | $2,670-60.4% |
| Participant deferral / active EE | $1,763 | $3,411-48.3% | $5,680-69.0% | $4,125-57.3% |
| Admin fee / account holder | $16,873 | $5,956+183.3% | $13,210+27.7% | $5,651+198.6% |