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 4-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 | $34,281 | $62,327-45.0% | $120,354-71.5% | $74,495-54.0% |
| Participation rate | 54.0% | 56.8%-2.8pp | 71.9%-17.9pp | 67.2%-13.2pp |
| Annual return | 18.00% | 18.61%-0.6pp | 107.15%-89.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,295 | $1,843-29.7% | $3,463-62.6% | $2,623-50.6% |
| Participant deferral / active EE | $2,986 | $2,893+3.2% | $4,991-40.2% | $4,346-31.3% |
| Admin fee / account holder | $612 | $2,396-74.5% | $9,423-93.5% | $1,942-68.5% |