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 8-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 | $40,164 | $65,365-38.6% | $92,893-56.8% | $72,985-45.0% |
| Participation rate | 59.3% | 68.3%-9.1pp | 76.0%-16.7pp | 69.5%-10.2pp |
| Annual return | 24.07% | 42.10%-18.0pp | 109.41%-85.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,584 | $2,594-38.9% | $3,653-56.6% | $2,440-35.1% |
| Participant deferral / active EE | $2,963 | $3,128-5.3% | $4,236-30.1% | $3,607-17.9% |
| Admin fee / account holder | $969 | $4,251-77.2% | $5,794-83.3% | $5,124-81.1% |