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 | $37,324 | $157,256-76.3% | $141,162-73.6% | $152,861-75.6% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 34.47% | 64.32%-29.9pp | 71.39%-36.9pp | 345.32%-310.8pp |
| Employer contribution / active EE | $1,500 | $5,261-71.5% | $4,735-68.3% | $4,762-68.5% |
| Participant deferral / active EE | $4,333 | $7,109-39.0% | $6,709-35.4% | $5,850-25.9% |
| Admin fee / account holder | $743 | $12,120-93.9% | $10,261-92.8% | $11,596-93.6% |