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 6-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 | $45,370 | $102,317-55.7% | $146,958-69.1% | $80,856-43.9% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 17.48% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,564 | $3,713-4.0% | $4,933-27.7% | $2,755+29.4% |
| Participant deferral / active EE | $8,313 | $6,644+25.1% | $8,070+3.0% | $4,296+93.5% |
| Admin fee / account holder | $2,192 | $7,941-72.4% | $12,998-83.1% | $6,918-68.3% |