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 | $44,816 | $102,317-56.2% | $146,958-69.5% | $80,856-44.6% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.2%-30.2pp | 67.6%-15.6pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,017 | $3,713-45.7% | $4,933-59.1% | $2,755-26.8% |
| Participant deferral / active EE | $3,910 | $6,644-41.1% | $8,070-51.5% | $4,296-9.0% |
| Admin fee / account holder | $1,587 | $7,941-80.0% | $12,998-87.8% | $6,918-77.1% |