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 | $26,306 | $51,576-49.0% | $129,207-79.6% | $80,856-67.5% |
| Participation rate | 38.2% | 57.0%-18.8pp | 69.6%-31.4pp | 67.6%-29.5pp |
| Annual return | 14.14% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,487 | $1,584-6.1% | $4,153-64.2% | $2,755-46.0% |
| Participant deferral / active EE | $2,674 | $2,669+0.2% | $4,168-35.8% | $4,296-37.8% |
| Admin fee / account holder | $649 | $4,305-84.9% | $7,715-91.6% | $6,918-90.6% |