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 4-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 | $30,441 | $106,515-71.4% | $96,683-68.5% | $139,434-78.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 28.33% | 38.43%-10.1pp | 35.69%-7.4pp | 372.94%-344.6pp |
| Employer contribution / active EE | $1,279 | $4,103-68.8% | $3,737-65.8% | $4,751-73.1% |
| Participant deferral / active EE | $7,197 | $5,454+32.0% | $4,878+47.5% | $6,710+7.3% |
| Admin fee / account holder | $1,722 | $7,877-78.1% | $6,730-74.4% | $11,403-84.9% |