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 | $32,051 | $44,960-28.7% | $84,966-62.3% | $74,495-57.0% |
| Participation rate | 25.5% | 49.4%-23.9pp | 67.5%-42.0pp | 67.2%-41.7pp |
| Annual return | 21.39% | 26.24%-4.8pp | 66.38%-45.0pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $413 | $1,457-71.7% | $2,727-84.9% | $2,623-84.3% |
| Participant deferral / active EE | $1,040 | $2,731-61.9% | $4,519-77.0% | $4,346-76.1% |
| Admin fee / account holder | $3,371 | $2,209+52.6% | $6,149-45.2% | $1,942+73.6% |