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 | $25,567 | $165,335-84.5% | $149,696-82.9% | $158,922-83.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 28.28% | 348.15%-319.9pp | 276.60%-248.3pp | 302.83%-274.6pp |
| Employer contribution / active EE | $1,643 | $5,103-67.8% | $4,644-64.6% | $4,761-65.5% |
| Participant deferral / active EE | $2,694 | $7,181-62.5% | $6,842-60.6% | $5,982-55.0% |
| Admin fee / account holder | $1,444 | $10,807-86.6% | $9,309-84.5% | $11,246-87.2% |