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 | $41,375 | $48,230-14.2% | $67,502-38.7% | $80,856-48.8% |
| Participation rate | 61.0% | 66.4%-5.4pp | 72.9%-11.9pp | 67.6%-6.7pp |
| Annual return | 14.69% | 18.28%-3.6pp | 3512.12%-3497.4pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,130 | $2,924+246.5% | $4,000+153.3% | $4,296+135.8% |
| Admin fee / account holder | $12,520 | $3,681+240.1% | $3,998+213.2% | $6,918+81.0% |