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 | $29,655 | $152,587-80.6% | $125,175-76.3% | $152,861-80.6% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 114.98% | 54.84%+60.1pp | 43.79%+71.2pp | 345.32%-230.3pp |
| Employer contribution / active EE | $2,873 | $4,946-41.9% | $3,865-25.7% | $4,762-39.7% |
| Participant deferral / active EE | $4,987 | $5,868-15.0% | $4,937+1.0% | $5,850-14.7% |
| Admin fee / account holder | $804 | $13,434-94.0% | $9,702-91.7% | $11,596-93.1% |