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 3-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 | $33,977 | $183,519-81.5% | $155,509-78.2% | $145,922-76.7% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.6pp | 80.3%-25.7pp |
| Annual return | 12.19% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,734 | $5,313-10.9% | $4,672+1.3% | $4,660+1.6% |
| Participant deferral / active EE | $5,407 | $6,462-16.3% | $5,626-3.9% | $6,688-19.2% |
| Admin fee / account holder | $499 | $19,313-97.4% | $15,912-96.9% | $13,397-96.3% |