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 | $31,968 | $74,888-57.3% | $71,209-55.1% | $142,382-77.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 13.37% | 345.14%-331.8pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $665 | $2,854-76.7% | $2,721-75.6% | $4,299-84.5% |
| Participant deferral / active EE | $1,172 | $4,454-73.7% | $4,175-71.9% | $6,507-82.0% |
| Admin fee / account holder | $8,069 | $5,568+44.9% | $5,349+50.9% | $12,624-36.1% |