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 3-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 | $31,654 | $102,317-69.1% | $146,958-78.5% | $80,856-60.9% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 42.84% | 134.76%-91.9pp | 418.34%-375.5pp | 35.59%+7.2pp |
| Employer contribution / active EE | $1,681 | $3,713-54.7% | $4,933-65.9% | $2,755-39.0% |
| Participant deferral / active EE | $5,344 | $6,644-19.6% | $8,070-33.8% | $4,296+24.4% |
| Admin fee / account holder | $1,691 | $7,941-78.7% | $12,998-87.0% | $6,918-75.6% |