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 | $42,868 | $48,230-11.1% | $67,502-36.5% | $80,856-47.0% |
| Participation rate | 54.8% | 66.4%-11.6pp | 72.9%-18.1pp | 67.6%-12.8pp |
| Annual return | 12.89% | 18.28%-5.4pp | 3512.12%-3499.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $701 | $2,020-65.3% | $2,731-74.3% | $2,755-74.6% |
| Participant deferral / active EE | $3,078 | $2,924+5.3% | $4,000-23.0% | $4,296-28.3% |
| Admin fee / account holder | $10,556 | $3,681+186.8% | $3,998+164.1% | $6,918+52.6% |