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 | $52,698 | $165,335-68.1% | $149,696-64.8% | $158,922-66.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 26.89% | 348.15%-321.3pp | 276.60%-249.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,433 | $5,103-71.9% | $4,644-69.2% | $4,761-69.9% |
| Participant deferral / active EE | $8,069 | $7,181+12.4% | $6,842+17.9% | $5,982+34.9% |
| Admin fee / account holder | $600 | $10,807-94.4% | $9,309-93.6% | $11,246-94.7% |