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 | $42,797 | $165,335-74.1% | $149,696-71.4% | $158,922-73.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 30.21% | 348.15%-317.9pp | 276.60%-246.4pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,820 | $5,103-64.3% | $4,644-60.8% | $4,761-61.8% |
| Participant deferral / active EE | $6,003 | $7,181-16.4% | $6,842-12.3% | $5,982+0.3% |
| Admin fee / account holder | $467 | $10,807-95.7% | $9,309-95.0% | $11,246-95.8% |