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 | $31,771 | $68,346-53.5% | $94,646-66.4% | $75,163-57.7% |
| Participation rate | 63.6% | 76.1%-12.5pp | 80.8%-17.2pp | 67.2%-3.6pp |
| Annual return | 18.73% | 616.93%-598.2pp | 156.71%-138.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,383 | $2,701-11.8% | $3,672-35.1% | $2,670-10.8% |
| Participant deferral / active EE | $2,927 | $6,537-55.2% | $7,418-60.5% | $4,125-29.0% |
| Admin fee / account holder | $2,273 | $5,326-57.3% | $7,231-68.6% | $5,651-59.8% |