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 4-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 | $29,636 | $202,432-85.4% | $169,368-82.5% | $139,434-78.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 27.02% | 531.74%-504.7pp | 405.60%-378.6pp | 372.94%-345.9pp |
| Employer contribution / active EE | $3,132 | $4,692-33.2% | $4,013-21.9% | $4,751-34.1% |
| Participant deferral / active EE | $8,877 | $6,938+28.0% | $6,221+42.7% | $6,710+32.3% |
| Admin fee / account holder | $330 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |