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 6-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 | $40,623 | $89,753-54.7% | $107,525-62.2% | $84,808-52.1% |
| Participation rate | 46.4% | 68.1%-21.6pp | 75.1%-28.6pp | 68.3%-21.9pp |
| Annual return | 18.43% | 29.48%-11.1pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,968 | $3,113-36.8% | $3,754-47.6% | $2,631-25.2% |
| Participant deferral / active EE | $3,666 | $4,056-9.6% | $5,116-28.3% | $4,212-13.0% |
| Admin fee / account holder | $2,810 | $7,222-61.1% | $8,919-68.5% | $7,344-61.7% |