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 4-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 | $34,553 | $183,519-81.2% | $155,509-77.8% | $145,922-76.3% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.7pp | 80.3%-35.8pp |
| Annual return | 15.83% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,216 | $5,313-58.3% | $4,672-52.6% | $4,660-52.4% |
| Participant deferral / active EE | $3,521 | $6,462-45.5% | $5,626-37.4% | $6,688-47.4% |
| Admin fee / account holder | $1,669 | $19,313-91.4% | $15,912-89.5% | $13,397-87.5% |