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 | $28,900 | $108,919-73.5% | $100,391-71.2% | $145,922-80.2% |
| Participation rate | 69.2% | 82.9%-13.7pp | 81.5%-12.3pp | 80.3%-11.0pp |
| Annual return | 16.44% | 57.88%-41.4pp | 49.20%-32.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,358 | $4,419-69.3% | $3,942-65.6% | $4,660-70.9% |
| Participant deferral / active EE | $2,497 | $8,445-70.4% | $8,082-69.1% | $6,688-62.7% |
| Admin fee / account holder | $2,572 | $9,689-73.5% | $7,899-67.4% | $13,397-80.8% |