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 | $27,244 | $157,256-82.7% | $141,162-80.7% | $152,861-82.2% |
| Participation rate | 69.2% | 84.8%-15.6pp | 82.5%-13.2pp | 82.4%-13.2pp |
| Annual return | 16.46% | 64.32%-47.9pp | 71.39%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $1,363 | $5,261-74.1% | $4,735-71.2% | $4,762-71.4% |
| Participant deferral / active EE | $4,536 | $7,109-36.2% | $6,709-32.4% | $5,850-22.5% |
| Admin fee / account holder | $442 | $12,120-96.4% | $10,261-95.7% | $11,596-96.2% |