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 | $47,214 | $81,208-41.9% | $98,907-52.3% | $79,858-40.9% |
| Participation rate | 39.5% | 72.5%-33.0pp | 76.0%-36.6pp | 69.6%-30.2pp |
| Annual return | 10.30% | 60.99%-50.7pp | 196.43%-186.1pp | 31.71%-21.4pp |
| Employer contribution / active EE | $765 | $1,960-61.0% | $2,689-71.5% | $2,471-69.0% |
| Participant deferral / active EE | $2,230 | $3,265-31.7% | $4,244-47.4% | $3,740-40.4% |
| Admin fee / account holder | $10,956 | $6,013+82.2% | $6,642+65.0% | $5,306+106.5% |