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 3-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 | $37,260 | $55,415-32.8% | $155,509-76.0% | $74,495-50.0% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 23.93% | 268.50%-244.6pp | 64.67%-40.7pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $1,104 | $2,267-51.3% | $4,672-76.4% | $2,623-57.9% |
| Participant deferral / active EE | $2,806 | $2,836-1.1% | $5,626-50.1% | $4,346-35.4% |
| Admin fee / account holder | $2,911 | $1,738+67.5% | $15,912-81.7% | $1,942+49.9% |