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 6-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 | $24,785 | $57,281-56.7% | $86,612-71.4% | $75,163-67.0% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 17.64% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,215 | $2,314-4.3% | $3,022-26.7% | $2,670-17.0% |
| Participant deferral / active EE | $2,957 | $3,318-10.9% | $4,438-33.4% | $4,125-28.3% |
| Admin fee / account holder | $499 | $4,112-87.9% | $5,614-91.1% | $5,651-91.2% |