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 | $25,396 | $102,966-75.3% | $90,281-71.9% | $152,861-83.4% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.4%-20.9pp |
| Annual return | 21.37% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $908 | $3,139-71.1% | $2,854-68.2% | $4,762-80.9% |
| Participant deferral / active EE | $4,253 | $4,281-0.7% | $3,885+9.5% | $5,850-27.3% |
| Admin fee / account holder | $4,925 | $6,171-20.2% | $5,351-8.0% | $11,596-57.5% |