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 7-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 | $32,619 | $91,190-64.2% | $178,490-81.7% | $79,858-59.2% |
| Participation rate | 57.9% | 69.2%-11.3pp | 81.9%-24.0pp | 69.6%-11.7pp |
| Annual return | 49.22% | 24.19%+25.0pp | 151.07%-101.9pp | 31.71%+17.5pp |
| Employer contribution / active EE | $2,344 | $3,256-28.0% | $5,011-53.2% | $2,471-5.1% |
| Participant deferral / active EE | $4,521 | $3,236+39.7% | $5,202-13.1% | $3,740+20.9% |
| Admin fee / account holder | $551 | $6,751-91.8% | $13,984-96.1% | $5,306-89.6% |