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 | $37,444 | $98,750-62.1% | $149,696-75.0% | $79,858-53.1% |
| Participation rate | 69.5% | 75.8%-6.3pp | 82.5%-13.0pp | 69.6%-0.1pp |
| Annual return | 29.71% | 27.43%+2.3pp | 276.60%-246.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $1,718 | $3,216-46.6% | $4,644-63.0% | $2,471-30.5% |
| Participant deferral / active EE | $6,978 | $5,680+22.9% | $6,842+2.0% | $3,740+86.6% |
| Admin fee / account holder | $3,144 | $6,053-48.0% | $9,309-66.2% | $5,306-40.7% |