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 | $22,316 | $69,207-67.8% | $64,056-65.2% | $139,434-84.0% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.50% | 45.88%-28.4pp | 33.69%-16.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,116 | $3,182-64.9% | $2,747-59.4% | $4,751-76.5% |
| Participant deferral / active EE | $1,440 | $4,682-69.2% | $3,880-62.9% | $6,710-78.5% |
| Admin fee / account holder | $776 | $4,244-81.7% | $3,068-74.7% | $11,403-93.2% |