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 | $31,624 | $159,901-80.2% | $146,958-78.5% | $145,922-78.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.09% | 98.13%-88.0pp | 418.34%-408.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,067 | $5,286-79.8% | $4,933-78.4% | $4,660-77.1% |
| Participant deferral / active EE | $3,323 | $8,428-60.6% | $8,070-58.8% | $6,688-50.3% |
| Admin fee / account holder | $634 | $15,044-95.8% | $12,998-95.1% | $13,397-95.3% |