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 | $26,164 | $105,181-75.1% | $159,436-83.6% | $85,850-69.5% |
| Participation rate | 69.8% | 75.8%-5.9pp | 82.8%-13.0pp | 69.3%+0.5pp |
| Annual return | 22.44% | 45.07%-22.6pp | 263.57%-241.1pp | 318.53%-296.1pp |
| Employer contribution / active EE | $2,768 | $3,318-16.6% | $4,829-42.7% | $2,565+7.9% |
| Participant deferral / active EE | $7,582 | $5,945+27.5% | $7,352+3.1% | $3,952+91.9% |
| Admin fee / account holder | $1,083 | $6,933-84.4% | $10,799-90.0% | $6,260-82.7% |