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 9-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 | $34,726 | $176,056-80.3% | $159,436-78.2% | $167,490-79.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.20% | 331.75%-317.5pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,955 | $5,297-63.1% | $4,829-59.5% | $4,837-59.6% |
| Participant deferral / active EE | $3,766 | $7,750-51.4% | $7,352-48.8% | $6,341-40.6% |
| Admin fee / account holder | $1,245 | $12,554-90.1% | $10,799-88.5% | $12,309-89.9% |