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 | $24,632 | $108,172-77.2% | $77,482-68.2% | $158,922-84.5% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 22.36% | 31.67%-9.3pp | 54.79%-32.4pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,702 | $1,325+28.5% | $986+72.5% | $4,761-64.3% |
| Participant deferral / active EE | $3,218 | $2,456+31.0% | $1,861+72.9% | $5,982-46.2% |
| Admin fee / account holder | $914 | $3,708-75.3% | $2,858-68.0% | $11,246-91.9% |