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 | $25,032 | $176,056-85.8% | $159,436-84.3% | $167,490-85.1% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 22.56% | 331.75%-309.2pp | 263.57%-241.0pp | 478.56%-456.0pp |
| Employer contribution / active EE | $2,877 | $5,297-45.7% | $4,829-40.4% | $4,837-40.5% |
| Participant deferral / active EE | $5,286 | $7,750-31.8% | $7,352-28.1% | $6,341-16.6% |
| Admin fee / account holder | $411 | $12,554-96.7% | $10,799-96.2% | $12,309-96.7% |