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 5-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 | $33,725 | $133,922-74.8% | $116,228-71.0% | $142,382-76.3% |
| Participation rate | 65.2% | 77.9%-12.6pp | 74.6%-9.3pp | 80.1%-14.9pp |
| Annual return | 22.22% | 147.76%-125.5pp | 90.06%-67.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,323 | $3,446-61.6% | $2,994-55.8% | $4,299-69.2% |
| Participant deferral / active EE | $3,286 | $5,672-42.1% | $4,953-33.6% | $6,507-49.5% |
| Admin fee / account holder | $337 | $14,945-97.7% | $11,989-97.2% | $12,624-97.3% |