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 | $33,115 | $73,638-55.0% | $108,410-69.5% | $79,386-58.3% |
| Participation rate | 66.3% | 77.4%-11.0pp | 80.1%-13.8pp | 70.7%-4.4pp |
| Annual return | 17.40% | 33.27%-15.9pp | 905.27%-887.9pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,391 | $2,397-0.3% | $3,558-32.8% | $2,427-1.5% |
| Participant deferral / active EE | $4,097 | $6,218-34.1% | $6,563-37.6% | $4,046+1.3% |
| Admin fee / account holder | $1,230 | $638+92.8% | $7,295-83.1% | $626+96.4% |