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 | $44,172 | $69,207-36.2% | $64,056-31.0% | $139,434-68.3% |
| Participation rate | 54.5% | 75.6%-21.0pp | 72.3%-17.8pp | 80.3%-25.8pp |
| Annual return | 13.17% | 45.88%-32.7pp | 33.69%-20.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $710 | $3,182-77.7% | $2,747-74.2% | $4,751-85.1% |
| Participant deferral / active EE | $1,787 | $4,682-61.8% | $3,880-53.9% | $6,710-73.4% |
| Admin fee / account holder | $917 | $4,244-78.4% | $3,068-70.1% | $11,403-92.0% |