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 | $38,465 | $49,173-21.8% | $121,098-68.2% | $75,163-48.8% |
| Participation rate | 38.8% | 55.4%-16.6pp | 69.5%-30.7pp | 67.2%-28.4pp |
| Annual return | 15.16% | 55.99%-40.8pp | 985.75%-970.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $821 | $1,546-46.9% | $4,164-80.3% | $2,670-69.2% |
| Participant deferral / active EE | $2,317 | $2,628-11.8% | $4,080-43.2% | $4,125-43.8% |
| Admin fee / account holder | $2,188 | $3,942-44.5% | $5,644-61.2% | $5,651-61.3% |