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 3-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 | $26,480 | $114,381-76.8% | $107,525-75.4% | $142,382-81.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 29.79% | 242.71%-212.9pp | 181.32%-151.5pp | 217.08%-187.3pp |
| Employer contribution / active EE | $1,360 | $4,015-66.1% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $8,340 | $5,564+49.9% | $5,116+63.0% | $6,507+28.2% |
| Admin fee / account holder | $4,408 | $9,860-55.3% | $8,919-50.6% | $12,624-65.1% |