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 | $20,832 | $112,881-81.5% | $90,951-77.1% | $158,922-86.9% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 22.52% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,421 | $2,893-50.9% | $2,122-33.0% | $4,761-70.1% |
| Participant deferral / active EE | $2,924 | $4,128-29.1% | $3,373-13.3% | $5,982-51.1% |
| Admin fee / account holder | $1,311 | $8,041-83.7% | $5,959-78.0% | $11,246-88.3% |