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 | $39,996 | $54,705-26.9% | $71,209-43.8% | $84,808-52.8% |
| Participation rate | 54.3% | 64.1%-9.7pp | 73.8%-19.4pp | 68.3%-14.0pp |
| Annual return | 16.70% | 35.90%-19.2pp | 282.51%-265.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,929 | $2,158-10.6% | $2,721-29.1% | $2,631-26.7% |
| Participant deferral / active EE | $2,212 | $3,030-27.0% | $4,175-47.0% | $4,212-47.5% |
| Admin fee / account holder | $943 | $4,863-80.6% | $5,349-82.4% | $7,344-87.2% |