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 | $43,040 | $91,538-53.0% | $129,995-66.9% | $75,163-42.7% |
| Participation rate | 64.3% | 71.4%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 15.43% | -631.11%+646.5pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,217 | $2,845-22.1% | $4,320-48.7% | $2,670-17.0% |
| Participant deferral / active EE | $5,193 | $4,341+19.6% | $5,820-10.8% | $4,125+25.9% |
| Admin fee / account holder | $4,614 | $6,790-32.1% | $10,614-56.5% | $5,651-18.4% |