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 7-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 | $27,444 | $210,648-87.0% | $177,989-84.6% | $145,922-81.2% |
| Participation rate | 23.5% | 80.8%-57.2pp | 77.1%-53.6pp | 80.3%-56.7pp |
| Annual return | 11.87% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,199 | $4,565-51.8% | $3,949-44.3% | $4,660-52.8% |
| Participant deferral / active EE | $3,542 | $6,958-49.1% | $6,276-43.6% | $6,688-47.0% |
| Admin fee / account holder | $7,545 | $12,013-37.2% | $10,363-27.2% | $13,397-43.7% |