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 6-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 | $36,406 | $111,754-67.4% | $103,333-64.8% | $145,922-75.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.16% | 24.77%-5.6pp | 24.88%-5.7pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,318 | $4,212-68.7% | $3,868-65.9% | $4,660-71.7% |
| Participant deferral / active EE | $7,755 | $5,619+38.0% | $5,057+53.3% | $6,688+16.0% |
| Admin fee / account holder | $3,474 | $9,750-64.4% | $8,355-58.4% | $13,397-74.1% |