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 | $26,751 | $102,616-73.9% | $81,983-67.4% | $158,922-83.2% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.2%-30.4pp | 82.0%-43.1pp |
| Annual return | 22.05% | 61.04%-39.0pp | 41.31%-19.3pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,031 | $3,240-68.2% | $2,498-58.7% | $4,761-78.3% |
| Participant deferral / active EE | $2,679 | $4,648-42.4% | $3,722-28.0% | $5,982-55.2% |
| Admin fee / account holder | $544 | $8,235-93.4% | $5,664-90.4% | $11,246-95.2% |