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 | $26,786 | $102,616-73.9% | $81,983-67.3% | $158,922-83.1% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 27.39% | 61.04%-33.7pp | 41.31%-13.9pp | 302.83%-275.4pp |
| Employer contribution / active EE | $1,988 | $3,240-38.7% | $2,498-20.4% | $4,761-58.3% |
| Participant deferral / active EE | $5,437 | $4,648+17.0% | $3,722+46.1% | $5,982-9.1% |
| Admin fee / account holder | $310 | $8,235-96.2% | $5,664-94.5% | $11,246-97.2% |