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 4-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 | $26,049 | $58,208-55.2% | $81,812-68.2% | $80,856-67.8% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.3%-20.5pp | 67.6%-15.8pp |
| Annual return | 14.58% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,090 | $2,340-10.7% | $2,912-28.2% | $2,755-24.1% |
| Participant deferral / active EE | $3,486 | $3,281+6.2% | $4,319-19.3% | $4,296-18.9% |
| Admin fee / account holder | $4,088 | $4,981-17.9% | $7,386-44.7% | $6,918-40.9% |