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 | $24,309 | $100,852-75.9% | $90,404-73.1% | $158,922-84.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 27.46% | 1724.20%-1696.7pp | 1293.02%-1265.6pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,141 | $3,689-69.1% | $3,262-65.0% | $4,761-76.0% |
| Participant deferral / active EE | $3,408 | $4,348-21.6% | $3,963-14.0% | $5,982-43.0% |
| Admin fee / account holder | $1,524 | $6,501-76.6% | $5,611-72.8% | $11,246-86.4% |