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 | $33,831 | $89,248-62.1% | $136,007-75.1% | $74,495-54.6% |
| Participation rate | 39.0% | 69.4%-30.4pp | 76.5%-37.5pp | 67.2%-28.2pp |
| Annual return | 12.55% | 22.76%-10.2pp | 579.32%-566.8pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,150 | $2,838-59.5% | $4,217-72.7% | $2,623-56.1% |
| Participant deferral / active EE | $2,415 | $4,598-47.5% | $7,025-65.6% | $4,346-44.4% |
| Admin fee / account holder | $6,424 | $1,545+315.7% | $6,858-6.3% | $1,942+230.8% |