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 | $36,187 | $100,754-64.1% | $86,677-58.3% | $134,475-73.1% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.2pp | 81.2%-22.9pp |
| Annual return | -12.31% | 29.04%-41.3pp | 35.91%-48.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,073 | $3,489-69.3% | $2,836-62.2% | $4,740-77.4% |
| Participant deferral / active EE | $3,506 | $5,338-34.3% | $4,656-24.7% | $6,400-45.2% |
| Admin fee / account holder | $511 | $10,926-95.3% | $7,493-93.2% | $11,426-95.5% |