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 | $19,345 | $109,982-82.4% | $97,226-80.1% | $145,922-86.7% |
| Participation rate | 69.6% | 75.9%-6.4pp | 72.7%-3.1pp | 80.3%-10.7pp |
| Annual return | 28.13% | 242.90%-214.8pp | 75.13%-47.0pp | 561.29%-533.2pp |
| Employer contribution / active EE | $860 | $3,084-72.1% | $2,729-68.5% | $4,660-81.5% |
| Participant deferral / active EE | $1,455 | $4,676-68.9% | $4,264-65.9% | $6,688-78.3% |
| Admin fee / account holder | $3,713 | $6,221-40.3% | $5,654-34.3% | $13,397-72.3% |