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 7-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 | $42,875 | $56,053-23.5% | $75,972-43.6% | $80,856-47.0% |
| Participation rate | 47.6% | 62.0%-14.4pp | 69.1%-21.4pp | 67.6%-20.0pp |
| Annual return | 24.11% | 20.53%+3.6pp | 359.55%-335.4pp | 35.59%-11.5pp |
| Employer contribution / active EE | $525 | $1,874-72.0% | $2,685-80.4% | $2,755-80.9% |
| Participant deferral / active EE | $1,627 | $3,052-46.7% | $4,255-61.8% | $4,296-62.1% |
| Admin fee / account holder | $789 | $5,234-84.9% | $6,467-87.8% | $6,918-88.6% |