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 | $26,448 | $58,926-55.1% | $97,226-72.8% | $74,495-64.5% |
| Participation rate | 48.9% | 63.5%-14.6pp | 72.7%-23.8pp | 67.2%-18.3pp |
| Annual return | 12.18% | 16.04%-3.9pp | 75.13%-63.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $642 | $1,894-66.1% | $2,729-76.5% | $2,623-75.5% |
| Participant deferral / active EE | $2,173 | $3,664-40.7% | $4,264-49.0% | $4,346-50.0% |
| Admin fee / account holder | $3,746 | $1,974+89.8% | $5,654-33.7% | $1,942+92.9% |