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 9-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 | $28,993 | $55,415-47.7% | $155,509-81.4% | $74,495-61.1% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 20.91% | 268.50%-247.6pp | 64.67%-43.8pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $1,077 | $2,267-52.5% | $4,672-76.9% | $2,623-58.9% |
| Participant deferral / active EE | $4,295 | $2,836+51.5% | $5,626-23.7% | $4,346-1.2% |
| Admin fee / account holder | $10,488 | $1,738+503.3% | $15,912-34.1% | $1,942+440.1% |