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 | $30,508 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 18.07% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,843 | $4,961-62.8% | $4,693-60.7% | $4,299-57.1% |
| Participant deferral / active EE | $7,145 | $8,310-14.0% | $7,997-10.6% | $6,507+9.8% |
| Admin fee / account holder | $564 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |