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 8-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 | $41,271 | $57,354-28.0% | $83,848-50.8% | $64,186-35.7% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -5.58% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,673 | $2,545-34.3% | $3,631-53.9% | $2,381-29.7% |
| Participant deferral / active EE | $4,029 | $2,993+34.6% | $4,082-1.3% | $3,470+16.1% |
| Admin fee / account holder | $6,448 | $4,046+59.4% | $5,478+17.7% | $4,888+31.9% |