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 | $28,707 | $98,750-70.9% | $149,696-80.8% | $79,858-64.1% |
| Participation rate | 31.4% | 75.8%-44.3pp | 82.5%-51.0pp | 69.6%-38.2pp |
| Annual return | 26.16% | 27.43%-1.3pp | 276.60%-250.4pp | 31.71%-5.6pp |
| Employer contribution / active EE | $1,573 | $3,216-51.1% | $4,644-66.1% | $2,471-36.3% |
| Participant deferral / active EE | $2,534 | $5,680-55.4% | $6,842-63.0% | $3,740-32.2% |
| Admin fee / account holder | $2,955 | $6,053-51.2% | $9,309-68.3% | $5,306-44.3% |