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 | $27,157 | $111,724-75.7% | $93,606-71.0% | $145,922-81.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 25.76% | 202.98%-177.2pp | 133.20%-107.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $1,469 | $3,090-52.5% | $2,420-39.3% | $4,660-68.5% |
| Participant deferral / active EE | $2,291 | $4,912-53.4% | $4,411-48.1% | $6,688-65.7% |
| Admin fee / account holder | $1,977 | $10,250-80.7% | $8,285-76.1% | $13,397-85.2% |