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 | $42,997 | $104,907-59.0% | $84,611-49.2% | $152,861-71.9% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 16.58% | 373.79%-357.2pp | 258.74%-242.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,924 | $3,302-41.7% | $2,652-27.5% | $4,762-59.6% |
| Participant deferral / active EE | $3,787 | $4,688-19.2% | $3,899-2.9% | $5,850-35.3% |
| Admin fee / account holder | $5,124 | $6,241-17.9% | $4,912+4.3% | $11,596-55.8% |