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 7-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 | $41,285 | $124,281-66.8% | $109,143-62.2% | $167,490-75.4% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 13.06% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,382 | $4,207-67.2% | $3,722-62.9% | $4,837-71.4% |
| Participant deferral / active EE | $6,121 | $5,255+16.5% | $4,653+31.5% | $6,341-3.5% |
| Admin fee / account holder | $2,923 | $7,970-63.3% | $6,752-56.7% | $12,309-76.3% |