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 3-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 | $31,517 | $159,602-80.3% | $150,045-79.0% | $142,382-77.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 26.99% | 70.24%-43.3pp | 62.55%-35.6pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,439 | $4,961-50.8% | $4,693-48.0% | $4,299-43.3% |
| Participant deferral / active EE | $4,216 | $8,310-49.3% | $7,997-47.3% | $6,507-35.2% |
| Admin fee / account holder | $756 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |