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 6-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 | $37,089 | $175,202-78.8% | $149,673-75.2% | $139,434-73.4% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 12.62% | 166.71%-154.1pp | 134.42%-121.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,136 | $5,474-79.2% | $4,818-76.4% | $4,751-76.1% |
| Participant deferral / active EE | $7,485 | $6,519+14.8% | $5,680+31.8% | $6,710+11.5% |
| Admin fee / account holder | $844 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |