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 | $18,842 | $65,365-71.2% | $92,893-79.7% | $72,985-74.2% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 30.11% | 42.10%-12.0pp | 109.41%-79.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,000 | $2,594-61.4% | $3,653-72.6% | $2,440-59.0% |
| Participant deferral / active EE | $5,476 | $3,128+75.1% | $4,236+29.3% | $3,607+51.8% |
| Admin fee / account holder | $1,460 | $4,251-65.7% | $5,794-74.8% | $5,124-71.5% |