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 | $34,292 | $157,256-78.2% | $141,162-75.7% | $152,861-77.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 24.85% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,954 | $5,261-43.9% | $4,735-37.6% | $4,762-38.0% |
| Participant deferral / active EE | $8,336 | $7,109+17.2% | $6,709+24.2% | $5,850+42.5% |
| Admin fee / account holder | $1,201 | $12,120-90.1% | $10,261-88.3% | $11,596-89.6% |