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 | $28,427 | $100,773-71.8% | $88,946-68.0% | $142,382-80.0% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 15.79% | 70.18%-54.4pp | 57.82%-42.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,319 | $2,918-54.8% | $2,555-48.4% | $4,299-69.3% |
| Participant deferral / active EE | $1,929 | $5,230-63.1% | $4,581-57.9% | $6,507-70.4% |
| Admin fee / account holder | $3,343 | $9,693-65.5% | $8,261-59.5% | $12,624-73.5% |