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 | $40,993 | $111,754-63.3% | $103,333-60.3% | $145,922-71.9% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.8pp |
| Annual return | 20.38% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,150 | $4,212-72.7% | $3,868-70.3% | $4,660-75.3% |
| Participant deferral / active EE | $2,392 | $5,619-57.4% | $5,057-52.7% | $6,688-64.2% |
| Admin fee / account holder | $1,375 | $9,750-85.9% | $8,355-83.5% | $13,397-89.7% |