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 9-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 | $27,307 | $165,335-83.5% | $149,696-81.8% | $158,922-82.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 58.15% | 348.15%-290.0pp | 276.60%-218.4pp | 302.83%-244.7pp |
| Employer contribution / active EE | $1,534 | $5,103-69.9% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $3,832 | $7,181-46.6% | $6,842-44.0% | $5,982-35.9% |
| Admin fee / account holder | $774 | $10,807-92.8% | $9,309-91.7% | $11,246-93.1% |