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 7-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 | $31,586 | $118,427-73.3% | $66,042-52.2% | $142,382-77.8% |
| Participation rate | 66.7% | 68.1%-1.5pp | 67.5%-0.8pp | 80.1%-13.5pp |
| Annual return | 18.10% | 35.57%-17.5pp | 52.11%-34.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,817 | $2,570+48.5% | $1,579+141.7% | $4,299-11.2% |
| Participant deferral / active EE | $668 | $4,311-84.5% | $2,835-76.4% | $6,507-89.7% |
| Admin fee / account holder | $12,823 | $9,593+33.7% | $5,747+123.1% | $12,624+1.6% |